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:

  1. 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.
  2. 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.
Needs Votes