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Imported labour costs on T&M projects post without values even though Costs have been assigned to Resources

  • 1.  Imported labour costs on T&M projects post without values even though Costs have been assigned to Resources

    GOLD CONTRIBUTOR
    Posted 10 days ago
    Hi,

    When importing project timesheets via DMF, we have noticed that the hourly costs do not inherit to the posted journal for T&M projects, but will inherit for Fixed price projects for the same resource (i.e. employee). T&M projects will get charged no costs, but Fixed price projects will get charged costs.

    If we manually enter the timesheets to the T&M project, the hourly rate will inherit and costs will post.

    We have setup costs for the employees (Project management and accounting > Setup > Prices > Cost price (hour)) prior to uploading the timesheets and for the applicable time periods being loaded.

    Does anyone know if this is a bug or project configuration issue?

    Thanks,

    ------------------------------
    Christopher Ho Yee
    Altius Consulting
    Richmond BC
    ------------------------------


  • 2.  RE: Imported labour costs on T&M projects post without values even though Costs have been assigned to Resources

    TOP CONTRIBUTOR
    Posted 10 days ago
    Hello,
    So you see an update problem of the record happening if you are using T&M projects.
    In case you use FP projects this price update problem does not materialize.
    Is that right?
    Can this be a caching issue and/or does it depend on the user that initiates the import?
    Best regards,
    Ludwig

    ------------------------------
    Ludwig Reinhard
    Sycor
    Veitshoechheim
    ------------------------------



  • 3.  RE: Imported labour costs on T&M projects post without values even though Costs have been assigned to Resources

    GOLD CONTRIBUTOR
    Posted 9 days ago
    Yes, timecard hours have no value when posted to T&M projects, but do have value when posted to Fixed price projects. This happens when we import times for both project types together or separately.

    We have tried importing via System admin users, but can try non-system admin. users.

    Not sure how to test if this is a caching issue. Different users have tried and get the same result.

    Appreciate any ideas.


    ------------------------------
    Christopher Ho Yee
    Altius Consulting
    Richmond BC
    ------------------------------



  • 4.  RE: Imported labour costs on T&M projects post without values even though Costs have been assigned to Resources

    TOP CONTRIBUTOR
    Posted 9 days ago
    Hi Christopher,

    When you import the timesheets using data import, are you submitting them to a user for approval? If so, it this manually, or automated? There are some triggers related to the cost and sales prices which are executed during some steps when you use the manual input and submission for approval. This logic might be skipped in your scenario.
    Do you really need to import the hours into timesheets or can you also use an hour journal?

    ------------------------------
    kind regards,

    André Arnaud de Calavon
    Solution Architect, Microsoft MVP - Microsoft Dynamics Business Solutions
    ------------------------------



  • 5.  RE: Imported labour costs on T&M projects post without values even though Costs have been assigned to Resources

    GOLD CONTRIBUTOR
    Posted 9 days ago
    Edited by Christopher Ho Yee 9 days ago
    Hi Andre,

    Thanks for contributing!

    We are loading time into timesheets across all project types for a given pay period. These are all Auto approved via workflow as the approval has already occurred through the Time and Attendance system where the data is coming from. We just need to get them posted in D365, so the costs get applied to the projects.

    I would imagine that the costs for FP projects would drop as well, but they appear to be captured.

    ------------------------------
    Christopher Ho Yee
    Altius Consulting
    Richmond BC
    ------------------------------



  • 6.  RE: Imported labour costs on T&M projects post without values even though Costs have been assigned to Resources

    TOP CONTRIBUTOR
    Posted 8 days ago
    Hi Christopher,

    In this case, I would suggest that you try to do an upload of the hours in the hour journal. This should retrieve the cost prices directly. You can then review the lines for the correct cost before posting. Not sure what might be the difference in handling in fixed-price and T&M using your import method as I don't know the details how you do it today.

    ------------------------------
    kind regards,

    André Arnaud de Calavon
    Solution Architect, Microsoft MVP - Microsoft Dynamics Business Solutions
    ------------------------------