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Hello everybody,
I need help about monthly period timesheet approbation = is it possible to entry time week by week on a monthly TS AND appove TS line week by week BUT without blocking the next weeks of the month if worker does not submit the TS at the end of month.
Sorry for all the following precisions but I think the are necessary to understand what I want to do.
1. SETTINGS
1.1. General settings for TS
1.2. Period code
1.3. TS period
Generate weekly period although my period code is « monthly »
1.4. Project ressource
- Period code = Monthly
- Enable catégory validation = Yes
Period status
Assigned category
Assigned projects
1.5. Timesheet workflow
1.5.1. Review TS workflow
Only TS line-item WF – no manual or automatic approval on TS header.
Invoke the same WF for all the lines = WF 51 (see after)
1.5.2. Review TS line workflow
Only an approval by the project manager of each project on which worker have declare time.
No other condition
2. TIMESHEET PROCESS
2.1. Worker create his monthly TS
For Month = August
2.2. Worker entry times on 1st and 2nd week of the month
Monthly TS allow – and need - to entry time week by week ; so worker 1 entry time on 2 same project numbers (and activities) on the 2 fisrt weeks of the month
NB : 1 hour = 1 day because my client want to manage “days” instead of “hours”
2.3. Worker submit its 2 first weeks of the month to the approval
2.4. Project manager’s project approve the TS line of its projects
PM receive as workflow approvals to do than couples “project/week”
So I need to approve double TS line for the same project I am PM (because 2 weeks entry)
- Is it possible having only 1 notification for all the TS lines on the same project ?
2.5. Next weeks entry = impossible
With approval of the 2 fisrt weeks of the month (see under), the global TS move to “Approved” status and it is not possible to do anything else = entry for the next weeks of the month.
- Is there a solution to allow worker to entry time week by week and submit them without the whole TS get the status “approved” and is blocked for the week to be completed by the worker.
I think it is not logic to allow workers to entry time by week and submit it on a monthly TS without possibility to fulfill the next weeks of the month.
Can you tell me if there is a solution or confirm this is unfortunately the standard process od D365 FO ?
Don't hesitate to contact me if missing information or question.
Thank you for in adavance your help
Regards
Claude
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