Remember the introduction of Business Portal, a new website concept for capturing time against Projects only to be let down by the requirement to have PDK (Personal Data Keeper) interchange between Business Portal and Dynamics GP.
Microsoft have now released the constraints of PDK and introduced a new PTE Timesheet Element for Dynamics GP 2013 R2 and Project Accounting with full workflow capabilities. Publishing this to end users via GP Web client then presents a new solution to replace the old PDK and BP.
This article guides you through the new functionality. The team at ISC Software Solutions are happy to help with any questions you may have on this feature.
Setup Employee IDs
Employee ID's are mapped to a Dynamics GP User ID (whether Full or Limited) in the relevant setup windows. Delegates can be assigned to the Employee ID for busy employees.
Employee ID's are assigned to Projects as before in Project Accounting to control which projects time can be posted against.
The Workflow is now visual unlike the old PDK and Business Portal setup, it is also defined in Dynamics GP. This allows more flexiabilty with for customers to match their business rules. There are two types of workflow steps that can be defined and multiple Workflow steps can be created:
The next approver would be prompted by email to state action is required. Accessing the Navigation List will present required action for the approver. From the Navigation list the end user can approve, reject or delegate the timesheet to someone else.
To Approve the clear Navigation button is pressed and the end user can enter a confirmation or message.