During the course of implementation for a large company, severally we get scenario to have a intercompany timesheet approval based on Project Managers of the Project.
This Scenario requires an workaround to meet the Organization wide workflow for Timesheet.
Step 1: Enable the Intercompany Timesheet configuration in the Project Management and Accounting Parameters
USSI >>Navigate to Project management and accounting >> setup>> Project management and accounting parameters
- Click intercompany tab
- Mark enable intercompany resource scheduling and time sheet
- Click new add USMF legal entity
- Update as below screen shot
Step 2: USMF >>Navigate to Project management and accounting >> setup>> Project management and accounting parameters
- Click intercompany tab
- Mark enable intercompany resource scheduling and time sheet
- Click new add USSI legal entity
- Update as below screen shot
Step 3: Navigate to Project management and accounting >> setup >> Project management and accounting workflow
- Click new tab
- Click timesheet review time sheet line workflow
- Login with your id
- drag the approve a time sheet line and link with start and end
Step 4: double click approval time sheet line
- Click basic settings
- Work item subject = test
- Work item instruction = Test
- Click assignment type = participant
- Click role based tab
- Type of participant = Project participant
- Select participant = Project manager
Step 5: Save and close and activate the workflow
Step 6: Click new tab
- Click timesheet review time sheet workflow
- Login with your id
- drag the time sheet line workflow and link with start and end
Step 7: double time sheet line workflow
- Click basic setting
- Select above created time sheet line workflow
Step 8: save and close, activate the time sheet workflow
Step 9: same as above steps need to do USSI
Step10: create new time sheet for USMF company and submit the project manager (should be assign the project manager on the project, which project your selected)
Step 11: create new time sheet for USSI company and submit the project manager (should be assign the project manager on the project, which project your selected)
Step 12: if both project manager is same it will go one manager for both time sheet.
Interested in learning how Microsoft Dynamics 365 can help you? Contact our team of ERP experts at Routeget Technologies to learn more and be sure to follow us on Twitter, like us on Facebook or connect with us on LinkedIn.
Routeget Technologies is a global provider of the Microsoft Dynamics ERP solution for mid-to-large and enterprise corporations. We specialize in the manufacturing, distribution, and retail industries, and vertically focused on consumer packaged goods (textiles, apparel, footwear, and furniture). Be sure to visit us at www.routeget.com for more information.
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