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Managerial Hierarchy based workflow configuration for Timesheets does not work as expected when Timesheet is submitted by a Delegate in AX 2012

Written by

Sandeep Chaudhury

in

Friends,

Hope everyone is doing well.

Just wanted to share a quick information about an issue which you may face while implementing Timesheets approval of workers based on a Managerial Hierarchy.

When you setup the Timesheet review workflow as “Hierarchy” based and setup appropriate reporting positions for the workers, you will notice that the timesheet when submitted “by a Delegate” for an employee, will get routed/assigned to the reporting manager of the delegate(who submits the timesheet), instead of getting assigned to the reporting manager of the actual employee.

This is a known issue in AX 2012 feature pack(until the CU4 release) and you will need to make a code correction by taking help of your developers.

However in the R2 release of AX 2012, this issue is taken care by the introduction of a small “Design change” in the workflow configuration. In the R2 release, you will be able to select “Worker” as the “Start from” location for the workflow. This will ensure that the timesheets even though submitted by a delegate, will get routed/assigned to the reporting manager of the timesheet worker/employee, but not to the reporting manager of the delegate. See screen below.

image

Please shoot questions in case you have any in this regard.

Till next time !! Keep DAXING Smile

Comments

5 responses to “Managerial Hierarchy based workflow configuration for Timesheets does not work as expected when Timesheet is submitted by a Delegate in AX 2012”

  1. Ian Chegwidden Avatar
    Ian Chegwidden

    Sandeep,

    We aren’t quite ready for R2 yet, so decided to install CU5. Although the documentation indicates there are workflow improvements, I am still unable to route timesheets to the “Employee’s” direct manager. You stated in your article (until the CU4 release), however after doing some testing, I see no workaround or improved functionality.

    Thanks,
    Ian

    Reply
    1. Sandeep Chaudhury Avatar
      Sandeep Chaudhury

      Ian,

      In CU5, did you find the “Worker” option in the workflow where the workflow should originate while setting up a managerial hierarchy based workflow ?

      Reply
      1. Ian Chegwidden Avatar
        Ian Chegwidden

        No, after installing CU5, only “Workflow Originator” and “Workflow Owner” are options as workflow users in the Hierarchy assignment type, “Worker” is not available in the Managerial hierarchy.

        Reply
  2. Jim Farkas Avatar
    Jim Farkas

    Good article! Thanks Sandeep.

    Sent from my Windows Phone ________________________________

    Reply
    1. Sandeep Chaudhury Avatar
      Sandeep Chaudhury

      Thanks jim.

      Reply

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