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Currently, when msdyn_includedtasks on an Order Line is set to "Selected project tasks only", there's a big risk that time entries will not result in an Unbilled Sales Actual. This can happen if:
- Chargeable Tasks have not been set on an Order Line.
- Project Task lookup is null on a Time Entry.
My suggestion is two-fold:
- Present a user with a notification on the Order Line table when msdyn_includedtasks changes to "Selected project tasks only". This will ensure a higher probability of the user setting Chargeable Tasks.
- If msdyn_includedtasks is set to "Selected project tasks only", make msdyn_projecttask on the Time Entry table business required. This should be possible with JavaScript.
STATUS DETAILS
Needs Votes