Time and Expense Entry 9.05.701

Thank you for replying Simon. Our needs are a little different. We're manufacturing and our employees account for all their time each day thru time slips. The employees don't enter their own time, office employees do that. Their supervisors are responsible for checking labor entry to make sure time was reported to the correct job and quantities are correct. Changes are made only by office employees. At this time we have no need of the software's approval process. Our manufacturing jobs aren't tied into project so we don't have that to deal with. I'm glad to hear the quick code entries work well for you. I want to suggest we set those up and use those for some indirect employees such as shipping whose time slips tend to be the same from day to day. Again, thanks for the reply, every bit of information helps.

Have a good weekend!

Sue

--- In vantage@yahoogroups.com, "s1mhall" <s1mhall@...> wrote:
>
>
> Sue,
> Our company is a services company and we use Time and Expense Entry for all of our staff. Take a look at the Professional services vertical in the Epicor Education database that customization removes a lot of the additional fields that were just not necessary for us. We also find that to improve how employees get their time into the system quickly they enter everything in as weekly time then go back to the detail to update comments where required.
>
> We also encourage employees to use quick time entries particularly for repetitive time entries.
>
> The one of the really tricky issues for us is that the system allows project managers to adjust time for employees on their behalf. However if a project manager wanted to alter a Labor Detail record for an employee due to the fact the time had been put against an incorrect project, phase or operation and the record had been already submitted for approval they have to recall the time entry. At that point the time record disapearred from the project managers view as they are no longer the approver for that record (remember the project manager has entered the employees id into the time and expense form on startup.)
>
> Now I am tasked with trying to get some sort of updatable dashboard to allow PM to adjust time in theses circumstances. Why not reject the time and have a BPM to send an email to the employee. We have that, but of Organizational behavioral reasons sending an email and waiting for a response is not satisfactory.
>
> Obviously creating a dashboard to update labor details, in particular the project phase and operation is a rather scary proposition and something I have been pondering for ages. It's the validation aspect that I believe is the concern.
>
> Our old Epicor eproject (aka invisic) had the ability to transfer time which was pretty good I must admit.
>
> Any Time and expense questions feel free to ask and I'll try my best to answer.
>
> Cheers
> Simon Hall
> --- In vantage@yahoogroups.com, "snielsen28" <snielsen.hipco@> wrote:
> >
> > Thanks Paul,
> >
> > I need to figure out who to contact at Epicor (CAM? consultant? support management?) to try find someone to explain to me what parts of the time and expense we can use and what belongs to the expense module. I tried a service call, but got one of those techs that doesn't really listen to me or my question. I knew more than she did, had already found the "workarounds" she suggested, and ended up frustrated because she didn't answer the question I asked when I submitted the call. I'll keep the DMT option in mind just in case. Thanks again!
> >
> > Sue
> >
> > --- In vantage@yahoogroups.com, "Paul Morgan" <paul.morgan@> wrote:
> > >
> > >
> > >
> > > --- In vantage@yahoogroups.com, "snielsen28" <snielsen.hipco@> wrote:
> > > >
> > > > We have the same situation as Ernie, all time slips are entered manually into time and expense entry. I'm not having the performance problem, maybe something changed after 701. My problem is labor approval. We have no need for it. Our entry work is done rapidly thru the grid. The time slip submit on save checkbox, along with the submit and recall buttons aren't available there. There is a plant configuration control setting that is supposed to set the time slip submit on save to true automatically, but I can't get to to it as we're not licensed for the expense module (although Epicor did give me an SCR, without a target date, for that). I just got off the phone with support who told me that the approval process is a new and wonderful feature for Epicor 9 and we'll just have to get used to a) entering all labor thru the detail tab (increasing our entry time a HUGE amount) so we can use the submit button or submit on save checkbox or b) make an updatable dashboard to update the TimeStatus field in each labor detail record. Those are not acceptable solutions for us as we have hundreds of labor detail lines every week that would have to be addressed one at a time.
> > > >
> > > > I've been working on a few solutions on my own and wondered if anyone else has some solutions or suggestions. I was able to force the checkbox in plant configuration control to true for auto submit on save thru a BPM, but I can only do that for one plant and we have two. The problem with that is if previous lines on a timeslip need to be changed, the user has to go to the detail tab, click the recall button, change the detail line, click on the submit button and go back to the grid.
> > > >
> > > > Next I was able to add two buttons to the daily time summary tab where the user is supposed to check totals. One button approves all detail lines for the timeslip, the other unapproves all lines for the timeslip. Approving a complete timeslip instead of each line is better and if changes are needed all changes can be done at once and then approve all again. The users may choose to get rid of the automatic submit on save and just use the approve/unapprove all buttons.
> > > >
> > > > The problem with that is that payroll happily accepts unapproved labor detail (the tech said it didn't, but my testing tells me it does!), but as has already been reported, job closing doesn't. Once labor has been pulled into payroll it can no longer be changed in time and expense entry. So I think I'll add a dashboard that should be checked before payroll is run to make sure all entries have been approved and add an updatable dashboard to change the entries to approved when the users forget to check before payroll.
> > > >
> > > > I noticed that the labor records converted from Vantage have a time status of blank. Those are accepted just fine when closing jobs. Just for fun, I wrote an updatable BPM and changed some time status fields to blank (the value is E when entered and A when approved). I had no problem closing jobs with those records. I wonder if I can get a BPM to work that would clear that field?
> > > >
> > > > Any suggestions, advice, warnings, etc???
> > > >
> > > > Sue
> > > >
> > >
> > > Hi Sue,
> > >
> > > I have been speaking with Epicor here in Australia to help come up with a solution for us. We are writing a scanning solution that will summarise detail into Epicor. I was looking into service connect but was told about a time and expense bolt on to the DMT product. I dont know any more than that at this stage but thought you might want to ask questions to see if that could help.
> > >
> > > Cheers
> > > Paul
> > >
> >
>
We have the same situation as Ernie, all time slips are entered manually into time and expense entry. I'm not having the performance problem, maybe something changed after 701. My problem is labor approval. We have no need for it. Our entry work is done rapidly thru the grid. The time slip submit on save checkbox, along with the submit and recall buttons aren't available there. There is a plant configuration control setting that is supposed to set the time slip submit on save to true automatically, but I can't get to to it as we're not licensed for the expense module (although Epicor did give me an SCR, without a target date, for that). I just got off the phone with support who told me that the approval process is a new and wonderful feature for Epicor 9 and we'll just have to get used to a) entering all labor thru the detail tab (increasing our entry time a HUGE amount) so we can use the submit button or submit on save checkbox or b) make an updatable dashboard to update the TimeStatus field in each labor detail record. Those are not acceptable solutions for us as we have hundreds of labor detail lines every week that would have to be addressed one at a time.

I've been working on a few solutions on my own and wondered if anyone else has some solutions or suggestions. I was able to force the checkbox in plant configuration control to true for auto submit on save thru a BPM, but I can only do that for one plant and we have two. The problem with that is if previous lines on a timeslip need to be changed, the user has to go to the detail tab, click the recall button, change the detail line, click on the submit button and go back to the grid.

Next I was able to add two buttons to the daily time summary tab where the user is supposed to check totals. One button approves all detail lines for the timeslip, the other unapproves all lines for the timeslip. Approving a complete timeslip instead of each line is better and if changes are needed all changes can be done at once and then approve all again. The users may choose to get rid of the automatic submit on save and just use the approve/unapprove all buttons.

The problem with that is that payroll happily accepts unapproved labor detail (the tech said it didn't, but my testing tells me it does!), but as has already been reported, job closing doesn't. Once labor has been pulled into payroll it can no longer be changed in time and expense entry. So I think I'll add a dashboard that should be checked before payroll is run to make sure all entries have been approved and add an updatable dashboard to change the entries to approved when the users forget to check before payroll.

I noticed that the labor records converted from Vantage have a time status of blank. Those are accepted just fine when closing jobs. Just for fun, I wrote an updatable BPM and changed some time status fields to blank (the value is E when entered and A when approved). I had no problem closing jobs with those records. I wonder if I can get a BPM to work that would clear that field?

Any suggestions, advice, warnings, etc???

Sue
--- In vantage@yahoogroups.com, "snielsen28" <snielsen.hipco@...> wrote:
>
> We have the same situation as Ernie, all time slips are entered manually into time and expense entry. I'm not having the performance problem, maybe something changed after 701. My problem is labor approval. We have no need for it. Our entry work is done rapidly thru the grid. The time slip submit on save checkbox, along with the submit and recall buttons aren't available there. There is a plant configuration control setting that is supposed to set the time slip submit on save to true automatically, but I can't get to to it as we're not licensed for the expense module (although Epicor did give me an SCR, without a target date, for that). I just got off the phone with support who told me that the approval process is a new and wonderful feature for Epicor 9 and we'll just have to get used to a) entering all labor thru the detail tab (increasing our entry time a HUGE amount) so we can use the submit button or submit on save checkbox or b) make an updatable dashboard to update the TimeStatus field in each labor detail record. Those are not acceptable solutions for us as we have hundreds of labor detail lines every week that would have to be addressed one at a time.
>
> I've been working on a few solutions on my own and wondered if anyone else has some solutions or suggestions. I was able to force the checkbox in plant configuration control to true for auto submit on save thru a BPM, but I can only do that for one plant and we have two. The problem with that is if previous lines on a timeslip need to be changed, the user has to go to the detail tab, click the recall button, change the detail line, click on the submit button and go back to the grid.
>
> Next I was able to add two buttons to the daily time summary tab where the user is supposed to check totals. One button approves all detail lines for the timeslip, the other unapproves all lines for the timeslip. Approving a complete timeslip instead of each line is better and if changes are needed all changes can be done at once and then approve all again. The users may choose to get rid of the automatic submit on save and just use the approve/unapprove all buttons.
>
> The problem with that is that payroll happily accepts unapproved labor detail (the tech said it didn't, but my testing tells me it does!), but as has already been reported, job closing doesn't. Once labor has been pulled into payroll it can no longer be changed in time and expense entry. So I think I'll add a dashboard that should be checked before payroll is run to make sure all entries have been approved and add an updatable dashboard to change the entries to approved when the users forget to check before payroll.
>
> I noticed that the labor records converted from Vantage have a time status of blank. Those are accepted just fine when closing jobs. Just for fun, I wrote an updatable BPM and changed some time status fields to blank (the value is E when entered and A when approved). I had no problem closing jobs with those records. I wonder if I can get a BPM to work that would clear that field?
>
> Any suggestions, advice, warnings, etc???
>
> Sue
>

Hi Sue,

I have been speaking with Epicor here in Australia to help come up with a solution for us. We are writing a scanning solution that will summarise detail into Epicor. I was looking into service connect but was told about a time and expense bolt on to the DMT product. I dont know any more than that at this stage but thought you might want to ask questions to see if that could help.

Cheers
Paul
Hi Sue,

We are also on 701, but for us in time and expense entry, daily time, detail, list view (grid) at the very bottom of the screen there is a submit and recall button. I have noticed that for an employee you can select multiple days and all the time tickets show here, and it allows you to select all and mass submit and recall. Do you not have this?




________________________________
From: snielsen28 <snielsen.hipco@...>
To: vantage@yahoogroups.com
Sent: Tuesday, August 20, 2013 4:50 PM
Subject: [Vantage] Time and Expense Entry 9.05.701



Â
We have the same situation as Ernie, all time slips are entered manually into time and expense entry. I'm not having the performance problem, maybe something changed after 701. My problem is labor approval. We have no need for it. Our entry work is done rapidly thru the grid. The time slip submit on save checkbox, along with the submit and recall buttons aren't available there. There is a plant configuration control setting that is supposed to set the time slip submit on save to true automatically, but I can't get to to it as we're not licensed for the expense module (although Epicor did give me an SCR, without a target date, for that). I just got off the phone with support who told me that the approval process is a new and wonderful feature for Epicor 9 and we'll just have to get used to a) entering all labor thru the detail tab (increasing our entry time a HUGE amount) so we can use the submit button or submit on save checkbox or b) make an updatable
dashboard to update the TimeStatus field in each labor detail record. Those are not acceptable solutions for us as we have hundreds of labor detail lines every week that would have to be addressed one at a time.

I've been working on a few solutions on my own and wondered if anyone else has some solutions or suggestions. I was able to force the checkbox in plant configuration control to true for auto submit on save thru a BPM, but I can only do that for one plant and we have two. The problem with that is if previous lines on a timeslip need to be changed, the user has to go to the detail tab, click the recall button, change the detail line, click on the submit button and go back to the grid.

Next I was able to add two buttons to the daily time summary tab where the user is supposed to check totals. One button approves all detail lines for the timeslip, the other unapproves all lines for the timeslip. Approving a complete timeslip instead of each line is better and if changes are needed all changes can be done at once and then approve all again. The users may choose to get rid of the automatic submit on save and just use the approve/unapprove all buttons.

The problem with that is that payroll happily accepts unapproved labor detail (the tech said it didn't, but my testing tells me it does!), but as has already been reported, job closing doesn't. Once labor has been pulled into payroll it can no longer be changed in time and expense entry. So I think I'll add a dashboard that should be checked before payroll is run to make sure all entries have been approved and add an updatable dashboard to change the entries to approved when the users forget to check before payroll.

I noticed that the labor records converted from Vantage have a time status of blank. Those are accepted just fine when closing jobs. Just for fun, I wrote an updatable BPM and changed some time status fields to blank (the value is E when entered and A when approved). I had no problem closing jobs with those records. I wonder if I can get a BPM to work that would clear that field?

Any suggestions, advice, warnings, etc???

Sue




[Non-text portions of this message have been removed]
Marc



Nice, I didn’t know it would do a range.



Patrick Winter



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Marc Livingston
Sent: Wednesday, August 21, 2013 06:27
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Time and Expense Entry 9.05.701





Hi Sue,

We are also on 701, but for us in time and expense entry, daily time, detail, list view (grid) at the very bottom of the screen there is a submit and recall button. I have noticed that for an employee you can select multiple days and all the time tickets show here, and it allows you to select all and mass submit and recall. Do you not have this?

________________________________
From: snielsen28 <snielsen.hipco@... <mailto:snielsen.hipco%40gmail.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Tuesday, August 20, 2013 4:50 PM
Subject: [Vantage] Time and Expense Entry 9.05.701



We have the same situation as Ernie, all time slips are entered manually into time and expense entry. I'm not having the performance problem, maybe something changed after 701. My problem is labor approval. We have no need for it. Our entry work is done rapidly thru the grid. The time slip submit on save checkbox, along with the submit and recall buttons aren't available there. There is a plant configuration control setting that is supposed to set the time slip submit on save to true automatically, but I can't get to to it as we're not licensed for the expense module (although Epicor did give me an SCR, without a target date, for that). I just got off the phone with support who told me that the approval process is a new and wonderful feature for Epicor 9 and we'll just have to get used to a) entering all labor thru the detail tab (increasing our entry time a HUGE amount) so we can use the submit button or submit on save checkbox or b) make an updatable
dashboard to update the TimeStatus field in each labor detail record. Those are not acceptable solutions for us as we have hundreds of labor detail lines every week that would have to be addressed one at a time.

I've been working on a few solutions on my own and wondered if anyone else has some solutions or suggestions. I was able to force the checkbox in plant configuration control to true for auto submit on save thru a BPM, but I can only do that for one plant and we have two. The problem with that is if previous lines on a timeslip need to be changed, the user has to go to the detail tab, click the recall button, change the detail line, click on the submit button and go back to the grid.

Next I was able to add two buttons to the daily time summary tab where the user is supposed to check totals. One button approves all detail lines for the timeslip, the other unapproves all lines for the timeslip. Approving a complete timeslip instead of each line is better and if changes are needed all changes can be done at once and then approve all again. The users may choose to get rid of the automatic submit on save and just use the approve/unapprove all buttons.

The problem with that is that payroll happily accepts unapproved labor detail (the tech said it didn't, but my testing tells me it does!), but as has already been reported, job closing doesn't. Once labor has been pulled into payroll it can no longer be changed in time and expense entry. So I think I'll add a dashboard that should be checked before payroll is run to make sure all entries have been approved and add an updatable dashboard to change the entries to approved when the users forget to check before payroll.

I noticed that the labor records converted from Vantage have a time status of blank. Those are accepted just fine when closing jobs. Just for fun, I wrote an updatable BPM and changed some time status fields to blank (the value is E when entered and A when approved). I had no problem closing jobs with those records. I wonder if I can get a BPM to work that would clear that field?

Any suggestions, advice, warnings, etc???

Sue

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
Thank you so much, I didn't know that. The users live in the grid, I live in the detail and just glance at the grid focusing on the fact that some user defined fields we use are in the grid. I had no idea you could select multiple days and wouldn't have even tried it if you hadn't mentioned it. Thank you VERY much, this info helps a bunch!

Sue

--- In vantage@yahoogroups.com, Marc Livingston <livingstonmarc86@...> wrote:
>
> Hi Sue,
>
> We are also on 701, but for us in time and expense entry, daily time, detail, list view (grid) at the very bottom of the screen there is a submit and recall button. I have noticed that for an employee you can select multiple days and all the time tickets show here, and it allows you to select all and mass submit and recall. Do you not have this?
>
>
>
>
> ________________________________
> From: snielsen28 <snielsen.hipco@...>
> To: vantage@yahoogroups.com
> Sent: Tuesday, August 20, 2013 4:50 PM
> Subject: [Vantage] Time and Expense Entry 9.05.701
>
>
>
> ÂÂ
> We have the same situation as Ernie, all time slips are entered manually into time and expense entry. I'm not having the performance problem, maybe something changed after 701. My problem is labor approval. We have no need for it. Our entry work is done rapidly thru the grid. The time slip submit on save checkbox, along with the submit and recall buttons aren't available there. There is a plant configuration control setting that is supposed to set the time slip submit on save to true automatically, but I can't get to to it as we're not licensed for the expense module (although Epicor did give me an SCR, without a target date, for that). I just got off the phone with support who told me that the approval process is a new and wonderful feature for Epicor 9 and we'll just have to get used to a) entering all labor thru the detail tab (increasing our entry time a HUGE amount) so we can use the submit button or submit on save checkbox or b) make an updatable
> dashboard to update the TimeStatus field in each labor detail record. Those are not acceptable solutions for us as we have hundreds of labor detail lines every week that would have to be addressed one at a time.
>
> I've been working on a few solutions on my own and wondered if anyone else has some solutions or suggestions. I was able to force the checkbox in plant configuration control to true for auto submit on save thru a BPM, but I can only do that for one plant and we have two. The problem with that is if previous lines on a timeslip need to be changed, the user has to go to the detail tab, click the recall button, change the detail line, click on the submit button and go back to the grid.
>
> Next I was able to add two buttons to the daily time summary tab where the user is supposed to check totals. One button approves all detail lines for the timeslip, the other unapproves all lines for the timeslip. Approving a complete timeslip instead of each line is better and if changes are needed all changes can be done at once and then approve all again. The users may choose to get rid of the automatic submit on save and just use the approve/unapprove all buttons.
>
> The problem with that is that payroll happily accepts unapproved labor detail (the tech said it didn't, but my testing tells me it does!), but as has already been reported, job closing doesn't. Once labor has been pulled into payroll it can no longer be changed in time and expense entry. So I think I'll add a dashboard that should be checked before payroll is run to make sure all entries have been approved and add an updatable dashboard to change the entries to approved when the users forget to check before payroll.
>
> I noticed that the labor records converted from Vantage have a time status of blank. Those are accepted just fine when closing jobs. Just for fun, I wrote an updatable BPM and changed some time status fields to blank (the value is E when entered and A when approved). I had no problem closing jobs with those records. I wonder if I can get a BPM to work that would clear that field?
>
> Any suggestions, advice, warnings, etc???
>
> Sue
>
>
>
>
> [Non-text portions of this message have been removed]
>
Thanks Paul,

I need to figure out who to contact at Epicor (CAM? consultant? support management?) to try find someone to explain to me what parts of the time and expense we can use and what belongs to the expense module. I tried a service call, but got one of those techs that doesn't really listen to me or my question. I knew more than she did, had already found the "workarounds" she suggested, and ended up frustrated because she didn't answer the question I asked when I submitted the call. I'll keep the DMT option in mind just in case. Thanks again!

Sue

--- In vantage@yahoogroups.com, "Paul Morgan" <paul.morgan@...> wrote:
>
>
>
> --- In vantage@yahoogroups.com, "snielsen28" <snielsen.hipco@> wrote:
> >
> > We have the same situation as Ernie, all time slips are entered manually into time and expense entry. I'm not having the performance problem, maybe something changed after 701. My problem is labor approval. We have no need for it. Our entry work is done rapidly thru the grid. The time slip submit on save checkbox, along with the submit and recall buttons aren't available there. There is a plant configuration control setting that is supposed to set the time slip submit on save to true automatically, but I can't get to to it as we're not licensed for the expense module (although Epicor did give me an SCR, without a target date, for that). I just got off the phone with support who told me that the approval process is a new and wonderful feature for Epicor 9 and we'll just have to get used to a) entering all labor thru the detail tab (increasing our entry time a HUGE amount) so we can use the submit button or submit on save checkbox or b) make an updatable dashboard to update the TimeStatus field in each labor detail record. Those are not acceptable solutions for us as we have hundreds of labor detail lines every week that would have to be addressed one at a time.
> >
> > I've been working on a few solutions on my own and wondered if anyone else has some solutions or suggestions. I was able to force the checkbox in plant configuration control to true for auto submit on save thru a BPM, but I can only do that for one plant and we have two. The problem with that is if previous lines on a timeslip need to be changed, the user has to go to the detail tab, click the recall button, change the detail line, click on the submit button and go back to the grid.
> >
> > Next I was able to add two buttons to the daily time summary tab where the user is supposed to check totals. One button approves all detail lines for the timeslip, the other unapproves all lines for the timeslip. Approving a complete timeslip instead of each line is better and if changes are needed all changes can be done at once and then approve all again. The users may choose to get rid of the automatic submit on save and just use the approve/unapprove all buttons.
> >
> > The problem with that is that payroll happily accepts unapproved labor detail (the tech said it didn't, but my testing tells me it does!), but as has already been reported, job closing doesn't. Once labor has been pulled into payroll it can no longer be changed in time and expense entry. So I think I'll add a dashboard that should be checked before payroll is run to make sure all entries have been approved and add an updatable dashboard to change the entries to approved when the users forget to check before payroll.
> >
> > I noticed that the labor records converted from Vantage have a time status of blank. Those are accepted just fine when closing jobs. Just for fun, I wrote an updatable BPM and changed some time status fields to blank (the value is E when entered and A when approved). I had no problem closing jobs with those records. I wonder if I can get a BPM to work that would clear that field?
> >
> > Any suggestions, advice, warnings, etc???
> >
> > Sue
> >
>
> Hi Sue,
>
> I have been speaking with Epicor here in Australia to help come up with a solution for us. We are writing a scanning solution that will summarise detail into Epicor. I was looking into service connect but was told about a time and expense bolt on to the DMT product. I dont know any more than that at this stage but thought you might want to ask questions to see if that could help.
>
> Cheers
> Paul
>
Sue,

In addition to the performance issue, we've also discovered that jobs created under the old version (9.04.507A) but with labor entered under the new version (9.05.702A) all only get the ApprovalStatus of "E", which does not allow the job to be closed in our shop. I wrote (probably) the same updateable dashboard to change those Es to As. Annoying but at least I can DO something about it!

I also wondered about a BPM to do that automagically, but have bigger fish to fry at the moment, and this will (assumedly) go away (wishful thinking device set to "high")

My CFO is, however, excited about the Expense entry part. We'll see.

Ernie Lowell
Diba Industries

--- In vantage@yahoogroups.com, "snielsen28" <snielsen.hipco@...> wrote:
>
> We have the same situation as Ernie, all time slips are entered manually into time and expense entry. I'm not having the performance problem, maybe something changed after 701. My problem is labor approval. We have no need for it. Our entry work is done rapidly thru the grid. The time slip submit on save checkbox, along with the submit and recall buttons aren't available there. There is a plant configuration control setting that is supposed to set the time slip submit on save to true automatically, but I can't get to to it as we're not licensed for the expense module (although Epicor did give me an SCR, without a target date, for that). I just got off the phone with support who told me that the approval process is a new and wonderful feature for Epicor 9 and we'll just have to get used to a) entering all labor thru the detail tab (increasing our entry time a HUGE amount) so we can use the submit button or submit on save checkbox or b) make an updatable dashboard to update the TimeStatus field in each labor detail record. Those are not acceptable solutions for us as we have hundreds of labor detail lines every week that would have to be addressed one at a time.
>
> I've been working on a few solutions on my own and wondered if anyone else has some solutions or suggestions. I was able to force the checkbox in plant configuration control to true for auto submit on save thru a BPM, but I can only do that for one plant and we have two. The problem with that is if previous lines on a timeslip need to be changed, the user has to go to the detail tab, click the recall button, change the detail line, click on the submit button and go back to the grid.
>
> Next I was able to add two buttons to the daily time summary tab where the user is supposed to check totals. One button approves all detail lines for the timeslip, the other unapproves all lines for the timeslip. Approving a complete timeslip instead of each line is better and if changes are needed all changes can be done at once and then approve all again. The users may choose to get rid of the automatic submit on save and just use the approve/unapprove all buttons.
>
> The problem with that is that payroll happily accepts unapproved labor detail (the tech said it didn't, but my testing tells me it does!), but as has already been reported, job closing doesn't. Once labor has been pulled into payroll it can no longer be changed in time and expense entry. So I think I'll add a dashboard that should be checked before payroll is run to make sure all entries have been approved and add an updatable dashboard to change the entries to approved when the users forget to check before payroll.
>
> I noticed that the labor records converted from Vantage have a time status of blank. Those are accepted just fine when closing jobs. Just for fun, I wrote an updatable BPM and changed some time status fields to blank (the value is E when entered and A when approved). I had no problem closing jobs with those records. I wonder if I can get a BPM to work that would clear that field?
>
> Any suggestions, advice, warnings, etc???
>
> Sue
>
Paul,


Oooooooo... a DMT bolt-on?!? THAT would be cool! I could just get a list of job numbers and do them all myself overnight...

I like the sound of being a hero to production. It doesn't happen often.

Is there an SCR or something I can mention to Epicor to get on that list?

Ernie Lowell
Diba Industries

--- In vantage@yahoogroups.com, "Paul Morgan" <paul.morgan@...> wrote:
>
>
>
> --- In vantage@yahoogroups.com, "snielsen28" <snielsen.hipco@> wrote:
> >
> > We have the same situation as Ernie, all time slips are entered manually into time and expense entry. I'm not having the performance problem, maybe something changed after 701. My problem is labor approval. We have no need for it. Our entry work is done rapidly thru the grid. The time slip submit on save checkbox, along with the submit and recall buttons aren't available there. There is a plant configuration control setting that is supposed to set the time slip submit on save to true automatically, but I can't get to to it as we're not licensed for the expense module (although Epicor did give me an SCR, without a target date, for that). I just got off the phone with support who told me that the approval process is a new and wonderful feature for Epicor 9 and we'll just have to get used to a) entering all labor thru the detail tab (increasing our entry time a HUGE amount) so we can use the submit button or submit on save checkbox or b) make an updatable dashboard to update the TimeStatus field in each labor detail record. Those are not acceptable solutions for us as we have hundreds of labor detail lines every week that would have to be addressed one at a time.
> >
> > I've been working on a few solutions on my own and wondered if anyone else has some solutions or suggestions. I was able to force the checkbox in plant configuration control to true for auto submit on save thru a BPM, but I can only do that for one plant and we have two. The problem with that is if previous lines on a timeslip need to be changed, the user has to go to the detail tab, click the recall button, change the detail line, click on the submit button and go back to the grid.
> >
> > Next I was able to add two buttons to the daily time summary tab where the user is supposed to check totals. One button approves all detail lines for the timeslip, the other unapproves all lines for the timeslip. Approving a complete timeslip instead of each line is better and if changes are needed all changes can be done at once and then approve all again. The users may choose to get rid of the automatic submit on save and just use the approve/unapprove all buttons.
> >
> > The problem with that is that payroll happily accepts unapproved labor detail (the tech said it didn't, but my testing tells me it does!), but as has already been reported, job closing doesn't. Once labor has been pulled into payroll it can no longer be changed in time and expense entry. So I think I'll add a dashboard that should be checked before payroll is run to make sure all entries have been approved and add an updatable dashboard to change the entries to approved when the users forget to check before payroll.
> >
> > I noticed that the labor records converted from Vantage have a time status of blank. Those are accepted just fine when closing jobs. Just for fun, I wrote an updatable BPM and changed some time status fields to blank (the value is E when entered and A when approved). I had no problem closing jobs with those records. I wonder if I can get a BPM to work that would clear that field?
> >
> > Any suggestions, advice, warnings, etc???
> >
> > Sue
> >
>
> Hi Sue,
>
> I have been speaking with Epicor here in Australia to help come up with a solution for us. We are writing a scanning solution that will summarise detail into Epicor. I was looking into service connect but was told about a time and expense bolt on to the DMT product. I dont know any more than that at this stage but thought you might want to ask questions to see if that could help.
>
> Cheers
> Paul
>
You can go into Plant Configuration Control, Time and Expense and check the box to submit on save - that's new in 701 - and then you won't have to worry about it going forward.

The odd status from earlier jobs are labor entries that were never submitted, just saved. If the job is closed with a saved labor entry then it gets stuck in limbo and you have to use and updateable dashboard to fix them (Epicor got enough calls on it that they started providing the dashboard to callers).
Jennifer,

I haven't had time to dig deeper yet, but in the Plant Configuration Control program that field is grayed out.

They sent me the instructions for the dashboard and that makes it at least doable... each morning I change all the "E" values to "A". It does look as though any job CREATED in 9.05.702 is fine, and eventually all the jobs created in 9.04 will be done with.

Thanks!

Ernie

--- In vantage@yahoogroups.com, "Jennifer" <jlisser@...> wrote:
>
>
> You can go into Plant Configuration Control, Time and Expense and check the box to submit on save - that's new in 701 - and then you won't have to worry about it going forward.
>
> The odd status from earlier jobs are labor entries that were never submitted, just saved. If the job is closed with a saved labor entry then it gets stuck in limbo and you have to use and updateable dashboard to fix them (Epicor got enough calls on it that they started providing the dashboard to callers).
>
That would help, but we aren't licensed for expense management. The fields on that tab in Plant Configuration Control aren't available to users that aren't licensed for the expense module. SCR 98977 has been submitted for that. This was the info on the SCR...

PROBLEM DESCRIPTION:
Without time management license you cannot set submit on save default setting in plant configuration control.

EXPECTED BEHAVIOR:
This needs to be enabled for all license configurations especially those without time management so the user does not need to hit submit after making manual time entries to be consistent with previous releases labor entry functionality. Once this is enabled to be checked time and expense entry should be tested to ensure new time details when saved change to approved status without requiring the user to hit submit.

The call shows a high importance, but the call and SCR are from April so I'm not expecting any quick results. It seems to me that would be a fairly easy one-off, but apparently not!

I'm hoping there is also a problem with some of the other fields such as the Approval Required setting on the same tab and eventually I'll be able to do away with all labor approval workarounds. So I haven't found anyone able to answer my questions about the "rules".

Thanks for the response!

--- In vantage@yahoogroups.com, "Jennifer" <jlisser@...> wrote:
>
>
> You can go into Plant Configuration Control, Time and Expense and check the box to submit on save - that's new in 701 - and then you won't have to worry about it going forward.
>
> The odd status from earlier jobs are labor entries that were never submitted, just saved. If the job is closed with a saved labor entry then it gets stuck in limbo and you have to use and updateable dashboard to fix them (Epicor got enough calls on it that they started providing the dashboard to callers).
>
Ernie,

Apparently the opposite happens with labor converted from Vantage, the TimeStatus is blank and the jobs I closed with converted labor didn't need to be approved. I was hoping the blank TimeStatus was the key to "No Approval Required", but have given up on that for now until I find out the intended use. A tech told me there's a "fix" program available that I can run on our converted database to move the Es in, ummm, no thanks!I know this is a fairly new feature and think that it will eventually get worked out (my wishful thinking device is also set to high).

Sue

--- In vantage@yahoogroups.com, "Elizabeth" <gracefulthreads@...> wrote:
>
> Sue,
>
> In addition to the performance issue, we've also discovered that jobs created under the old version (9.04.507A) but with labor entered under the new version (9.05.702A) all only get the ApprovalStatus of "E", which does not allow the job to be closed in our shop. I wrote (probably) the same updateable dashboard to change those Es to As. Annoying but at least I can DO something about it!
>
> I also wondered about a BPM to do that automagically, but have bigger fish to fry at the moment, and this will (assumedly) go away (wishful thinking device set to "high")
>
> My CFO is, however, excited about the Expense entry part. We'll see.
>
> Ernie Lowell
> Diba Industries
>
> --- In vantage@yahoogroups.com, "snielsen28" <snielsen.hipco@> wrote:
> >
> > We have the same situation as Ernie, all time slips are entered manually into time and expense entry. I'm not having the performance problem, maybe something changed after 701. My problem is labor approval. We have no need for it. Our entry work is done rapidly thru the grid. The time slip submit on save checkbox, along with the submit and recall buttons aren't available there. There is a plant configuration control setting that is supposed to set the time slip submit on save to true automatically, but I can't get to to it as we're not licensed for the expense module (although Epicor did give me an SCR, without a target date, for that). I just got off the phone with support who told me that the approval process is a new and wonderful feature for Epicor 9 and we'll just have to get used to a) entering all labor thru the detail tab (increasing our entry time a HUGE amount) so we can use the submit button or submit on save checkbox or b) make an updatable dashboard to update the TimeStatus field in each labor detail record. Those are not acceptable solutions for us as we have hundreds of labor detail lines every week that would have to be addressed one at a time.
> >
> > I've been working on a few solutions on my own and wondered if anyone else has some solutions or suggestions. I was able to force the checkbox in plant configuration control to true for auto submit on save thru a BPM, but I can only do that for one plant and we have two. The problem with that is if previous lines on a timeslip need to be changed, the user has to go to the detail tab, click the recall button, change the detail line, click on the submit button and go back to the grid.
> >
> > Next I was able to add two buttons to the daily time summary tab where the user is supposed to check totals. One button approves all detail lines for the timeslip, the other unapproves all lines for the timeslip. Approving a complete timeslip instead of each line is better and if changes are needed all changes can be done at once and then approve all again. The users may choose to get rid of the automatic submit on save and just use the approve/unapprove all buttons.
> >
> > The problem with that is that payroll happily accepts unapproved labor detail (the tech said it didn't, but my testing tells me it does!), but as has already been reported, job closing doesn't. Once labor has been pulled into payroll it can no longer be changed in time and expense entry. So I think I'll add a dashboard that should be checked before payroll is run to make sure all entries have been approved and add an updatable dashboard to change the entries to approved when the users forget to check before payroll.
> >
> > I noticed that the labor records converted from Vantage have a time status of blank. Those are accepted just fine when closing jobs. Just for fun, I wrote an updatable BPM and changed some time status fields to blank (the value is E when entered and A when approved). I had no problem closing jobs with those records. I wonder if I can get a BPM to work that would clear that field?
> >
> > Any suggestions, advice, warnings, etc???
> >
> > Sue
> >
>
Sue,
Our company is a services company and we use Time and Expense Entry for all of our staff. Take a look at the Professional services vertical in the Epicor Education database that customization removes a lot of the additional fields that were just not necessary for us. We also find that to improve how employees get their time into the system quickly they enter everything in as weekly time then go back to the detail to update comments where required.

We also encourage employees to use quick time entries particularly for repetitive time entries.

The one of the really tricky issues for us is that the system allows project managers to adjust time for employees on their behalf. However if a project manager wanted to alter a Labor Detail record for an employee due to the fact the time had been put against an incorrect project, phase or operation and the record had been already submitted for approval they have to recall the time entry. At that point the time record disapearred from the project managers view as they are no longer the approver for that record (remember the project manager has entered the employees id into the time and expense form on startup.)

Now I am tasked with trying to get some sort of updatable dashboard to allow PM to adjust time in theses circumstances. Why not reject the time and have a BPM to send an email to the employee. We have that, but of Organizational behavioral reasons sending an email and waiting for a response is not satisfactory.

Obviously creating a dashboard to update labor details, in particular the project phase and operation is a rather scary proposition and something I have been pondering for ages. It's the validation aspect that I believe is the concern.

Our old Epicor eproject (aka invisic) had the ability to transfer time which was pretty good I must admit.

Any Time and expense questions feel free to ask and I'll try my best to answer.

Cheers
Simon Hall
--- In vantage@yahoogroups.com, "snielsen28" <snielsen.hipco@...> wrote:
>
> Thanks Paul,
>
> I need to figure out who to contact at Epicor (CAM? consultant? support management?) to try find someone to explain to me what parts of the time and expense we can use and what belongs to the expense module. I tried a service call, but got one of those techs that doesn't really listen to me or my question. I knew more than she did, had already found the "workarounds" she suggested, and ended up frustrated because she didn't answer the question I asked when I submitted the call. I'll keep the DMT option in mind just in case. Thanks again!
>
> Sue
>
> --- In vantage@yahoogroups.com, "Paul Morgan" <paul.morgan@> wrote:
> >
> >
> >
> > --- In vantage@yahoogroups.com, "snielsen28" <snielsen.hipco@> wrote:
> > >
> > > We have the same situation as Ernie, all time slips are entered manually into time and expense entry. I'm not having the performance problem, maybe something changed after 701. My problem is labor approval. We have no need for it. Our entry work is done rapidly thru the grid. The time slip submit on save checkbox, along with the submit and recall buttons aren't available there. There is a plant configuration control setting that is supposed to set the time slip submit on save to true automatically, but I can't get to to it as we're not licensed for the expense module (although Epicor did give me an SCR, without a target date, for that). I just got off the phone with support who told me that the approval process is a new and wonderful feature for Epicor 9 and we'll just have to get used to a) entering all labor thru the detail tab (increasing our entry time a HUGE amount) so we can use the submit button or submit on save checkbox or b) make an updatable dashboard to update the TimeStatus field in each labor detail record. Those are not acceptable solutions for us as we have hundreds of labor detail lines every week that would have to be addressed one at a time.
> > >
> > > I've been working on a few solutions on my own and wondered if anyone else has some solutions or suggestions. I was able to force the checkbox in plant configuration control to true for auto submit on save thru a BPM, but I can only do that for one plant and we have two. The problem with that is if previous lines on a timeslip need to be changed, the user has to go to the detail tab, click the recall button, change the detail line, click on the submit button and go back to the grid.
> > >
> > > Next I was able to add two buttons to the daily time summary tab where the user is supposed to check totals. One button approves all detail lines for the timeslip, the other unapproves all lines for the timeslip. Approving a complete timeslip instead of each line is better and if changes are needed all changes can be done at once and then approve all again. The users may choose to get rid of the automatic submit on save and just use the approve/unapprove all buttons.
> > >
> > > The problem with that is that payroll happily accepts unapproved labor detail (the tech said it didn't, but my testing tells me it does!), but as has already been reported, job closing doesn't. Once labor has been pulled into payroll it can no longer be changed in time and expense entry. So I think I'll add a dashboard that should be checked before payroll is run to make sure all entries have been approved and add an updatable dashboard to change the entries to approved when the users forget to check before payroll.
> > >
> > > I noticed that the labor records converted from Vantage have a time status of blank. Those are accepted just fine when closing jobs. Just for fun, I wrote an updatable BPM and changed some time status fields to blank (the value is E when entered and A when approved). I had no problem closing jobs with those records. I wonder if I can get a BPM to work that would clear that field?
> > >
> > > Any suggestions, advice, warnings, etc???
> > >
> > > Sue
> > >
> >
> > Hi Sue,
> >
> > I have been speaking with Epicor here in Australia to help come up with a solution for us. We are writing a scanning solution that will summarise detail into Epicor. I was looking into service connect but was told about a time and expense bolt on to the DMT product. I dont know any more than that at this stage but thought you might want to ask questions to see if that could help.
> >
> > Cheers
> > Paul
> >
>