Hi I've worked through and built out some views for the PTE timesheets so that they link in with the workflow tables and the related PA tables so give our users a complete picture on the status of timesheets.
I expected the same kind of work > history table flow with expenses as I found with timesheets but
I 've found an issue and wondered if any other PTE Expense users could replicate the same issue
Expense data sits in PA & PTE work until the workflow authorisation is complete and then PTE moves into history
PA moves into history once the PA batch has been posted (I've not included the workflow tables here just PTE and PA expense and no tax tables)
(dark grey below is where data does move, light grey is where it should move but is missing from our systems)
Expense workflow status | PA10500 | PA10501 | PA30500 | PA30501 | PTE10500 | PTE10501 | PTE30500 | PTE30501 |
Entered |
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Sent for approval |
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Recalled |
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Rejected |
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Approved |
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Waiting posting |
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Posted |
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I think there maybe an issue in GP where the PTE30501 PTE_Employee_Expense_HDR_HIST
Does not get populated , I would certainly expect at least equal rows in PTE30501 as there was in PA30501
verify with the script below
To verify I used the below sql script for a quick count of rows
USE <DBNAMEHERE>
(select count (*)as r from pa30501) as PA30501_rows, count(*)as PTE30501_rows from pte30501
PA30501_rows | PTE30501_rows |
29218 | 1 |
I am raising this through our support partner today but thought I may be good to share with the community
This may just be a modular setup issue with our GP but being as there are no PTE smartlists built into GP 2015 this maybe a wider issue that is currently unseen.
Thanks
Lee