Open Forum

Timecard Status Inquiry

  • 1.  Timecard Status Inquiry

    GOLD CONTRIBUTOR
    Posted Apr 14, 2020 01:58 PM
    Has anyone created the Timecard Status Inquiry screen into an SSRS report?

    When Business Portal was still around, this inquiry screen was there.  Web Apps has nothing like it and it would be a HUGE win for our company.

    TIA!

    ------------------------------
    Karla Johnson
    System Architect
    Schneider Electric
    Carrollton TX
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Timecard Status Inquiry

    SILVER CONTRIBUTOR
    Posted Apr 14, 2020 02:03 PM
    Hi Karla!  We would LOVE this option as well, I'm curious to hear who has done this!
    Cathy

    #communitycares


    ------------------------------
    Cathy McCarter
    Financial Analyst
    Innovative Wireless Technologies
    Lynchburg VA
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Timecard Status Inquiry

    TOP CONTRIBUTOR
    Posted Apr 14, 2020 02:11 PM
    Hi Karla and Cathy,

    Have you all thought about using QQ for what you are looking for?  The QQ could have the various filters save you want that could be changed like in SSRS and show the same data....

    You might need a new view created for the QQ you are looking for, but that wouldn't be that hard to do....

    Just a thought....

    Thanks,
    Michael

    ------------------------------
    Michael O'Neill
    Director of Finance
    Eastex Telephone Cooperative
    Henderson TX
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Timecard Status Inquiry

    SILVER CONTRIBUTOR
    Posted Apr 14, 2020 02:16 PM
    Hi Michael!  Hope you are well.  Yes, we love QQ, but this would be for the Project Managers to review the timecards status for their teams.  They have access to Web Apps, but do not have access to SL QQ.  I'm not sure if that is the same scenario for Karla...
    Thanks!

    ------------------------------
    Cathy McCarter
    Financial Analyst
    Innovative Wireless Technologies
    Lynchburg VA
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Timecard Status Inquiry

    TOP CONTRIBUTOR
    Posted Apr 14, 2020 02:42 PM
    Hi Cathy,

    All is well in TX!!!

    I thought QQ was available as part of the web apps????  I might be remembering incorrectly about this though...

    If it is available, then giving permissions for the QQ created in web apps would solve the issue I think...

    Thanks,
    Michael

    ------------------------------
    Michael O'Neill
    Director of Finance
    Eastex Telephone Cooperative
    Henderson TX
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 6.  RE: Timecard Status Inquiry

    GOLD CONTRIBUTOR
    Posted Apr 14, 2020 03:26 PM
    QQ does exist in web apps.....

    As does the timecard status screen in the SL2018 web apps version - if you don't have plans to upgrade to SL2018 anytime soon, you could grab the code from the SL2018 build and add it to your 2015 build.

    I just created our own custom screen to look at TC status for 2015.  it returns the direct reports of the logged in employee only.  The docnbr is a link to their TC SSRS report and the envelope sends an email to the employee; I can help walk you through creating if you are interested, but it only does 1 week at a time, though....



    Thanks,
    Marc

    ------------------------------
    Marc DeLozier
    Finance SysAdmin
    David Evans and Associates Inc.
    Portland OR
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 7.  RE: Timecard Status Inquiry

    GOLD CONTRIBUTOR
    Posted Apr 14, 2020 04:14 PM
    The timecard status screen is in Web Apps for SL2018 because we gave the code to Plumbline back when we upgraded to SL2015 and realized it was missing from Web Apps.
    We asked and asked and asked that it be configured to be used with all versions of SL and Web Apps.  They would not accommodate our request.

    Exactly how would one "could grab the code from the SL2018 build and add it to your 2015 build."?

    Thanks!

    ------------------------------
    Karla Johnson
    System Architect
    Schneider Electric IT Mission Critical Services, Inc
    Carrollton TX
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 8.  RE: Timecard Status Inquiry

    GOLD CONTRIBUTOR
    Posted Apr 14, 2020 04:39 PM
    Edited by Marc DeLozier Apr 14, 2020 04:44 PM
    Hi Karla,

    It's a little complicated to write down all steps, but essentially (IN YOUR TEST DATABASE) you'll need to:
    1. download the latest SL 2018 source code as well as the source code for 2015 version you are on (both can be found on CustomerSource)
    2. Open the webapps.sln for the 2015 version in Visual Studio, add an existing project to it (the 2018 Microsoft.Dynamics.SL.Mobile.ProjectTimecardStatus project)
    3. Add necessary Sys rights for the methods (look in 2018 WebApps2.01_Sys.sql and do a find for 'TimecardStatus') - add rights to user / group as you see fit
    4. While in the sys.sql file, grab the web app menu to add Timecard Status. (look for AddWebAppsMenuEntry proc)
    5. the TC Status mainly runs stored procs instead of web service calls, so you can see what stored procedures are needed from the newly added project (look in the Controller) and then go grab from the 2018 WebApps2.01_App.sql script (for example, to load the details, they call lh.GetLookupExtended("ProjTimecardStatusList", that corresponds to stored proc WSL_ProjTimecardStatusList, so you need to create that proc. Look for other lh.GetLookup in the project controller to find what else you need.  There may be 1 or 2 web service calls that you need to replace on your own.
    6. Add the 'robocalls' for these project so they are included in the build.

    7. Rebuild and deploy your SL2015 version (IN TEST!) and work through any kinks.


    Good luck!
    Marc



    ------------------------------
    Marc DeLozier
    Finance SysAdmin
    David Evans and Associates Inc.
    Portland OR
    ------------------------------

    Academy - Online Interactive Learning from Experts