Centralized Time Reporting
A program 'Time Report. Open' (POS700) has been created to provide an overview of time reports originating from different M3 BE modules. This functionality enables you to handle time transactions within a unified program. Prior to this enhancement, you were required to manage time reports within their corresponding modules.
The availability of different functions is contingent upon your M3 user role and the origin of time transactions.
Limitations
- This functionality is not applicable to manufacturing orders.
- The program cannot change or delete TAS transactions in status 30-'Authorized'.
- The program cannot change or delete MOS transactions in status 90-'Closed'.
- Table BPTIME has a maximum limit of reading 500 records.
- Closed transactions are retrieved for the 12 months preceding today's date.
Adding time report
To add a time report, you can create a new time report for time accounting (TAS) from any sorting order. The report is generated in status 00, making it not visible in all sorting orders. Refer to the status (TASH) in the table below for more details.
Configure entry views in 'Employee. Open' (CRS530) or manually adjust them in (POS700) to determine which entry fields are displayed on (POS700/E) during your entry. If you have not set up anything in (CRS530), (POS700) uses the default View Entry 1 – Weekly.
You cannot create new operations to report time on work orders from (POS700). You must add additional operations following the logic of the work order.
Adding time report line
You can add a time accounting transaction to an existing time report using 16-'Add line'. This feature is specifically designed for time accounting (TAS) transactions.
Configure entry views in (CRS530) or manually adjust them in (POS700) to determine which entry fields are displayed on (POS700/E) during your entry. If you have not set up anything in (CRS530), (POS700) uses the default View Entry 1 – Weekly.
If the 'Time report no' parameter (TREI) in 'Settings – Time Accounting' (TAS900) is set to 1 or 2, the previously reported time is displayed. However, if the setup is 3 or 4 in (TAS900), the reported time is not displayed because it is impossible to determine the week you will report on.
Report time on work order
Reporting time on a work order can be accomplished through two methods:
- You can select 'Change' on a work order line in (POS700), thus reaching 'Report Operation. Open' (MOS070). The panel that (MOS070) opens is configured based on the work order type.
- You can use the Start and Stop functionality, which you can access through related options from (POS700).
| Who | Status visible | Sorting order | Actions |
|---|---|---|---|
| Employees MOS + TAS |
WOST 40 STAT 00 TASH 00 |
10 – Employee no | Report time, submit for approval, or complete time report |
| Manager TAS | TASH 10 | 20 – Approval ID | Approve TAS reports |
| Manager MOS | STAT 10 | 30 – Service mgr | Approve MOS time |
| ager TAS | TASH 20 | 40 – Authorized user | Authorize TAS reports |
| Employees + Managers MOS + TAS | All | 50 – User | All |
| Employees + Managers MOS + TAS |
WOST 20 STAT 00 TASH 00 |
60 – Project | Report time, submit for approval, or complete time report. Only project-connected TAS and MOS transactions are visible in this sorting. |
| Option | What happens | API call |
|---|---|---|
| 2-'Change' | POS700/E or, depending on the status of the work order, MOS070/E/H opens |
TAS101MI_UpdTimeTrans MOS070MI_UpdOperation |
| 4-'Delete' | Time transaction is deleted |
TAS101MI_DltTimeTran MOS095MI_Dlt |
| 11-'Compl time rep' | Time report status updates from 00 to the next status according to setup (10/20/30) | TAS100MI_ComplTimeReport |
| 12-'Submit for approval' | Operation is sent for approval and updated STAT to 10 | MOS095MI_Submit |
| 13-'Approve' | This option triggers the approval of time transactions, depending on what order category the transaction has. Both MOS and TAS transactions can be approved together; it is not required to send transactions for independent approvals. |
TAS110MI_ApproveReport MOS095MI_Approve |
| 14-'Reject Line' | This option triggers the rejection of time transactions, depending on what ORCA the transaction has. Both MOS and TAS transactions can be approved together; it is not required to send transactions for independent approvals. |
TAS110MI_RejectReport MOS095MI_Reject |
| 15-'Authorize' | Time report updates to status 30 and is not visible in (POS700) anymore. | TAS115MI_ApproveLine |
| 16-'Add line' | Adds additional time transaction(s). | POS700MI_AddTimeAccLine |
| 40-'Start Setup/Travel time' | Open 'WO Operation. Report Setup Start' (MOS825) for further processing. | N/A |
| 41-'Stop Setup/Travel time' | Open 'WO Operation. Report Setup Stop' (MOS826) for further processing. | N/A |
| 42-'Start operation' | Open 'WO Operation. Report Work Start' (MOS820) for further processing. | N/A |
| 43-'Stop operation' | Open 'WO Operation. Report Work Stop' (MOS821) for further processing. | N/A |
| 44-'Start interruption' | Open 'WO Operation. Report Interruption Start' (MOS822) for further processing. | N/A |
| 45-'Stop interruption' | Open 'WO Operation. Report Interruption Stop' (MOS823) for further processing. | N/A |
| 61-'Report single timesheet entry' | Open 'Report Single Time Transaction' (MOS077) for further processing. | N/A |
Settings
- Basic MOS and TAS configuration
- (TAS001) or (TAS003) holds the Authorization setup.
- An active employee (CRS530) with a work schedule connected to it
- On (CRS530/G), the 'Service mgr' parameter determines if approval applies to work orders.
- On (CRS530/H), you can use the 'View entry' parameter to set a default value in (POS700), and the 'Approval ID' parameter determines if approval applies to time accounting transactions.