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Microsoft Dynamics GP (Archived)

Rejected Timesheets in Workflow

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Posted on by Microsoft Employee

I am trying to send an e-mail out to the employees whose timesheets have been rejected, much like Workflow automatically sends e-mails to the approver once the employee submits the timesheet, except an e-mail notifying the employee that their timesheet has been rejected.  I am not sure how I would set that up in Workflow.  Can anyone direct me?

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  • kdd281 Profile Picture
    kdd281 465 on at
    RE: Rejected Timesheets in Workflow

    I would consider moving to GP 2018, we had a few interesting challenges with PTE in 2015.

  • Suggested answer
    Beat Bucher  GP Geek  GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,056 Moderator on at
    RE: Rejected Timesheets in Workflow

    Deborah Bergman,

    You're right, there is no out of the box existing WF message for a rejected timesheet.

    However, there is nothing that prevents you to clone one of the existing WF messages and use that as your rejection notification.

    go under :  Administration >> Setup >> Company >> Workflow >> E-mail Message Setup
    Enter the name for a new WF notification e-mail and use the copy button :

    ScreenCap-2019_2D00_04_2D00_29_5F00_104412.png

    Copy for example the WF TIMESHEET APPROVED* message and adjust the content of the body to your likes.

    Be careful to copy / paste the content of the original body & Subject once the copy is completed into a Notepad, because there is a bug in the process (at least in 2015) that does not set the 'Series' with the copy process, and since this is a mandatory field, you have to select a series (Project) to be able to safe the new message. There will be a warning that this will reset the content of the Subject & Body to default, and as a result wipe out the field variables from the text body & header.

    The end result would be something like this :

    ScreenCap-2019_2D00_04_2D00_29_5F00_104412.png

    Hope this helps.

  • Deborah Bergman Profile Picture
    Deborah Bergman 1,455 on at
    RE: Rejected Timesheets in Workflow

    There is no template for a rejected timesheet in GP2018.

  • Suggested answer
    Beat Bucher  GP Geek  GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,056 Moderator on at
    RE: Rejected Timesheets in Workflow

    Hi Kim,

    In GP 2015 in the WF Maintenance form under Administration, you'll have to select an action for 'reject' notification :

    2016_2D00_05_2D00_16_5F00_134215.png

    I'm not sure this is checked by default when you create a new WF for Project TS approval.

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