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book production time via project in human ressources

  • 1.  book production time via project in human ressources

    Posted Aug 02, 2018 09:29 AM

    Hello everybody,

    I want to book production hours via projects in the human resources tab.

    So i enter the hours worked in the time journal and release them.time journal

    When I'm going to approve them, the system automatically sets the categorie "STD IH". Instead of "STD IH" (Servicing time) I need in this case the category "STD Produktion" (Production time), cause of the accounts in the background.time approve

    The automatic category is set at Human ressources / Setup / Time and attendance / Time and attendance parameters / Project / Time Journal / Default categorytime and attendance parameters

    I already tried to delete this category an set at

    • project management and accounting the category as followingproject management
    • human ressources the category as following three methods:
      Human resources/Common/Workers/Time registration workers/Employment/Time registration/Setup time registration human ressources
      Human resources/Common/Workers/Time registration workers/Project management/Set up/Assign categoriesHuman ressources assign categories

    Human resources/Common/Workers/Time registration workers/Project management/Set up/Project setup/Default categoryproject setup human ressources

    None of these settings fill in automatically the category "STD Produktion" at the approve.

    All in all we want the field "Category" to be automatically filled with the value "STD IH" when it's servicing time or "STD Produktion" when its production time.

    Best regards




    Patrick Fero
    Gebr. Dorfner GmbH & Co. KG
    Academy - Online Interactive Learning from Experts

  • 2.  RE: book production time via project in human ressources

    Posted Aug 03, 2018 08:11 AM
    The integration between "production" and "project management" in AX is really not very strong and it seems MS pulled back from strengthening it after initial improvements built within AX 2012.

    To clarify, I'm using "production" to describe functionality involving products, BOM/routes, production orders and inventory module, and costing of this is generally managed within those modules. "Project management" is a separate functionality set, where the rough equivalent of a BOM is the WBS, the rough equivalent of a route is a Gantt chart, there are far fewer formal tracking tools (ex. dispatches, operation scheduling, queue times, etc.), and costing is quite different.

    I'm not sure exactly what you mean by "book production hours", but it is possible in AX 2012 to define a resource from within the production module and book capacity reservations against it from within a project. There are a few system/module configuration settings involved, as well as specific fields on the resource definitions themselves. This does, in general, help avoid cases where a production workcenter (aka resource group) has to support both production orders and project activities and with finite scheduling enabled, AX will not overload. The trouble is, production resources normally use tools like "dispatch lists" for direction, and those tools out-of-the-box exclude projects/only include production orders (jobs/operations), so it's a pain trying to operate in a hybrid environment without either presenting two schedules or modifying lots of reports/tools.

    Your screenshots, though, look like it's not the hours/capacity you're trying to book, but the category applied, meaning either you want the cost calculated differently (such as using the production rate/rules instead of project rate/rules) or because you want the calculated costs to show up in project reporting with a different label (category name). That's a different set of tricks. You'd have to make sure the category definition(s) are check-enabled for both projects and production. For example, if you defined a category in the production module, there's a checkbox enabling "share with projects", and if enabled, you'd be prevented from creating a project category over there with the same name. If you create a category within the project module, the checkbox is "share with production" and follows similar rules.

    Once you've got the categories defined (and rates in either/both modules set), then it looks like you're trying to make sure that when reporting labor in time/attendance is done, it "chooses" the right production or project category. That's going to depend on whether the person is charging time to a production job/operation or to a project activity. If charging to a project activity, then the "choice" is dictated by the whole series of defaults in project module, the project type, the project itself, the activity, and the employee ID. If charging to a production order job/operation, then the "choice" is determined by a different series of defaults including production and MES parameters, resource group, resource (and remember, a resource can also be configured to map one-to-one to an HR employee, which can have BOTH production/MES defaults AND project management defaults).

    So there's probably a way to do what you're trying to do, but given the weak and confusing integration between projects and production, it's probably more complex than you can accomplish through a few message posts, and you might need to line up 30-60 minutes of help desk or screen sharing type of support time with your AX partner firm.

    Chan Stevens
    Industry consultant
    Cincom Systems
    Cincinnati OH

    Academy - Online Interactive Learning from Experts

  • 3.  RE: book production time via project in human ressources

    Posted Aug 06, 2018 10:12 AM
    Thanks for your answer Chan.
    Our problem is that we are a group of companies and sometimes one company borrows an employee to another within the intercompanychain.
    At the moment we post the intercompany billing of production time by a manual invoice journal.
    Our servicing time runs with projects and service tickets and the intercompany billing works automatically at the end of the month.
    The idea was to set up our intercompany billing of production time almost like the servicing time only without service tickets.
    But if the category won't be filled in automatically by the approval this method is an error causing way.

    I think I will take this issue to my next meeting with our AX partner as you proposed.

    However, thanks for your help.

    Best regards

    Patrick Fero
    Gebr. Dorfner GmbH & Co. KG

    Academy - Online Interactive Learning from Experts

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