Updateable DashBoard for Time and Expense

Now that would be ideal as the techs are in the field. Downside, is they may not have service.

Word on the street (safe harbor) is that Epicor has caught the Progressive Web App bug which is good because, if designed properly, they will work offline. Again, you would have to code for that but it is doable.

Mark W.

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In the meantime, any thoughts on how I can give the end users a dashboard to enter the data?

Not ideal but we have created Excel spreadsheets with each employees active jobs/operations (Projects, Phases and operations in our case because most of these people are Projects users) and then used DMT to upload them. You have to handle corrections at load time.

Mark W.

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No it’s not ideal. I’ll keep working on it. There has to be a way to do this.

Make a dashboard, then code to the trace when you make an entry in the base system. I’ve done it to replace MES work queue. Check out this thread. Mine doesn’t handle the header, because they are clocked in, but the example that Jose gives does.

Brandon,

I will review the thread. My knowledge on this subject is limited so I may need a bit more help after going through the thread. Please bear with me if I ask a lot of questions.

Thanks,

Charles

Yeah, it’s not “simple”, and requires some C# knowledge. I’m not a coder and am just starting to be able to do this type of stuff, but it’s takes a while to understand everything.

Do you have any experience with basic customizations?

Very basic knowledge. I’ve done dashboards but this will be my most complex I need to do. C# is not something I have dealt with a lot.

It will be a challenge for sure. I would recommend trying to work on some simpler customization (not just making a dash board, but actually customizing a dashboard that has been deployed as an assembly) first. But I guess you have to start somewhere!

That’s a plan. I will try and let you know what I do. I think the biggest problem is get the system to add the laborseq record. Basically when the end user creates the clock in a labor record should be created. I was looking at the thread and the trace addresses this correct?

The LaborHed record is created upon Clock In for the day. The LaborDtl records are connected to it. The Business Object will create the sequence numbers for you. Don’t forget your labor type (production, project, etc.). The Data Dictionary viewer (and the trace) will guide you. And if you don’t have Auto Approve, make sure to approve your entries if you’re not using task-based approval. TEE is one of the more complex transactions to duplicate I’m afraid.

Mark W.

Mark,

I have the basic BAQ setup but The trace and Data Dictionary viewer are new to me. Here is my BAQ. Can you tell if this is correct so far?
image

I am unsure if I have all the right fields that need to be updated.

Like @Banderson suggests, start with the Trace. It shows all of the business objects and their methods used as well as the datasets that are getting passed back and forth. Also, all of this is explained in the ICE Tools user guide. Live it. Love It. Learn it. :wink:

Mark W.

Just downloaded 10.2 version from EpicWeb. I’m reading it now.

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I just had a thought… What if I could produce a spreadsheet input and use service connect to input the data? Would that work? I may be grasping at straws but trying to find a way for them to use an Excel Spreadsheet and then use service connect to do the hard work…

Or am I completely of my rocker?

DMT would be a lot easier than service connect, and that’s really what it’s made for. You can use a scripting language like powershell to run it as a batch file, so you put your info in a CSV and hit the button, and it will update.

But they would still have to approve them correct? I still going through the guide for ICE. it was a thought.

I don’t know for sure about the approval, I don’t DMT anything into time and expense here. But the system has a bunch of options for time and expense, so I imagine it should work. I also think that you should be able to approve using DMT as well, but I don’t have any specific experience on that, as we just have our system set to approve on entry because people would forget to approve them, and it just ended up causing more hassle then it was worth.

image

The labor detail has a field that denotes whether it’s approved or not.

LaborDtl.TimeStatus

The status of the time. Values are:
Blank
E - Entered
S - Submitted
P - Partially Approved
A - Approved