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PTE Employee Expense for GP 2016

Microsoft Dynamics GP Forum

Irfan Rasheed asked a question on 11 Jun 2018 2:17 AM
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I have setup the new PTE Employee Expense Entry functionality for GP 2016 and the users cannot select Unit of Measure in expense line amount.

When i click on its lookup window, message appears No U of M was attached for this line entry.

What am I missing?

Thanks
Irfan Rasheed

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Isaac Olson responded on 13 Jun 2018 9:29 AM
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Hi Irfan, 

On the Employee Expense Cost Category that you are trying to enter the expense for, if you do not have a Unit of Measure Schedule assigned, then you can only use the default one that was set up at the time that you attached the cost category to the project as a budget. 

(Project > Cards > Cost Category) See if you have a UofM Schedule assigned here. 


Then check on the Project as well to see if you had a UofM Schedule assigned at the time that you added the Cost Category as a budget to your project. 

(Project > Cards > Project > Enter or select a project > Budget button > Select the Cost Category and click the Blue expansion Arrow)

 

This cannot be changed after the fact of the Project so you would need to delete it off of the project (if possible as you cannot delete it if it has transactions against it) or add a new cost category with the proper UofM Schedule set up on it.  Going forward when you add the Cost Category to projects it will have the UofM Schedule once you have the UofM Schedule set up on it. 

Thanks!

Isaac Olson 

Microsoft Support

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Irfan Rasheed responded on 13 Jun 2018 11:26 PM
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Hi Isaac,

Thanks for detailed answer. I have checked both options and marked activated in my production environment. It works... and we can claim expense smoothly now.

Is there anyother way to add unit of measurement for OPEN projects in one go, as we have more than 100 OPEN projects and it is a lot of time taking activity to go to each project and then change U of M of each cost category (Transaction Usage is Employee Expense).

Secondly, what shall we do, if we have to claim expenses for <NONE> project and <NONE> cost category ID.

Looking forward for your swift response.

Kind Regards.

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Isaac Olson responded on 13 Jun 2018 9:29 AM
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Suggested Answer

Hi Irfan, 

On the Employee Expense Cost Category that you are trying to enter the expense for, if you do not have a Unit of Measure Schedule assigned, then you can only use the default one that was set up at the time that you attached the cost category to the project as a budget. 

(Project > Cards > Cost Category) See if you have a UofM Schedule assigned here. 


Then check on the Project as well to see if you had a UofM Schedule assigned at the time that you added the Cost Category as a budget to your project. 

(Project > Cards > Project > Enter or select a project > Budget button > Select the Cost Category and click the Blue expansion Arrow)

 

This cannot be changed after the fact of the Project so you would need to delete it off of the project (if possible as you cannot delete it if it has transactions against it) or add a new cost category with the proper UofM Schedule set up on it.  Going forward when you add the Cost Category to projects it will have the UofM Schedule once you have the UofM Schedule set up on it. 

Thanks!

Isaac Olson 

Microsoft Support

Reply

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