Support To Import Timesheet of a Resource to Voucher
Reference No: 29190
Details
Support has been provided to import Time Sheet of a Resource with Company, created in R2 Labor to Voucher and mark it as Paid and Closed on creating a Voucher (except the Resource Type - Inhouse).
The following workflow explains how this can be achieved.
Sample Workflow
Steps
Install R2 (client) on your server.
Create a Quote [ORD-1574].
Add a Labor [SR.VIDEOENGINEER] and add a Schedule and tag the Task as [Job] to the Labor [SR.VIDEOENGINEER]. The Quote is, as shown in Figure 1.0.
Figure 1.0 Quote [ORD-1574]
Save and exit the Quote [ORD-1574].
Open R2 Labor application > Planning > open the Quote [ORD-1574].
Set the Unit to Hourly > tag a Resource [MATT TAYLOR] having Company [JBL] tagged > confirm the Resource, as shown in Figure 1.1.
Figure 1.1 Quote opened in R2 Labor
The Labor Type that can be tagged as Resource are Freelancer, Broker, Union, Pay Agent and Driver (except In House Resource).
Select the R2 Labor Welcome window > Timesheet > click the Create button. The Create Timesheet window is displayed.
In the Create Timesheet window, select the Type as Job, Enter Time By as In and Out Time and Job Name as [ORD-1574] > click the Continue button. This is displayed in Figure 1.2.
Figure 1.2 Create Timesheet window
Click the Send for Approval button. The Request for Approval dialog appears. Enter the message and click the Send button. The Status of the Timesheet is displayed as Pending. This is shown in Figure 1.3 and Figure 1.4.
Figure 1.3 Request For Approval dialog
Figure 1.4 Status of the Timesheet as Pending
Login to R2 Labor as a Planner [MANTRA] > open the Timesheet for the Quote [ORD-1574] and click the Approve All button. The Status of the Timesheet is displayed to be Approved. This is displayed in the Figure 1.5.
Figure 1.5 Status of the Timesheet as Approved
From the R2 application, select View menu > Purchase Orders, the Search Purchase Orders window is displayed > click the Voucher List button. The Voucher List window is displayed. Click the Voucher button. The Voucher window is displayed.
Tag the Vendor Name [JBL] (it is the same Company tagged to the Resource) > tag Terms as 1 day. This is shown in Figure 1.6.
Figure 1.6 Voucher
Select the Resources option from the Import Items drop-down menu. The Search Resources window is displayed, as shown in Figure 1.7.
Figure 1.7 Search Resources Window
Select the Resource [MATT TAYLOR] > click the OK button. The Resource is added to the Voucher.
Save the Voucher[ID1124506] and exit.
In the R2 Labor application > open the Timesheet for the Quote [ORD-1574]. The Status of the Timesheet displays Paid and Closed. This is shown in Figure 1.8.
Figure1.8 Timesheet displaying Status as Paid and Closed
Observe that, in R2 application, when the Voucher [ID1124506] is opened > select the Resources option from the Import Items drop-down menu. The Search Resources window is displayed. The Resource [MATT TAYLOR] does not get listed in the grid as it is Paid and Closed.