Sync the delta changes of tasks/dates for booking lines having Timesheets

Content was last updated in 06.22.05-00

Revision History

The task and dates are two important parts of a booking line. At times, even after a Timesheet is created for the booking line, there might be a business reason to modify the task/dates in R2.

For example: The crew has been assigned with additional responsibility for the same set of date or the crew' schedule is extended or reduced.

In such cases, there might be a data sync issue between R2 and Labor on a booking line having Timesheet.

When we say 'Booking line having Timesheet', it meant that system skips the EWTs having timesheet and sync the changes to rest of the EWTs.

This feature helps us bridge the information gap between R2 and Labor. Given below are the three scenarios.

The tasks and dates delta sync is applicable when Configuration flag 'Split Labor Line by Qty' is true.

Sample Workflow#1: Modifying dates in R2

1. Create an Order, add Labor positions and assign the EWT.

Figure 1.0: Assign dates

2. Open Labor app > assign and confirm the resource.

Figure 1.1: Confirm the resource

3. Create a Timesheet for the few dates.

Figure 1.2: Timesheet

4. In R2, modify the dates (Last date is changed to show the sample workflow).

Figure 1.3: Modify the date

5. Now, reset the Task/dates in R2 Labor.

6. You will see the 'Start and End Date' in red font indicating that the changes is synced to the booking line.

1. • End Date is updated.

   • A message displays to inform that the sync didn't happen for the dates having Timesheet.

Figure 1.4: Reset Task/dates

7. Open the 'Assign Dates'  window for the booking line and you will see the dates having Timesheet in red font which is to indicate that the changes didn't sync for the dates having Timesheet.

Figure 1.5: EWT window

8. Since you are aware of the sync changes, you can change the red font to black by clearing the conflicts. To do that, click icon.

9. You will see the changes in block font now. The conflict clears in Assign Dates as well.

Figure 1.6: Conflicts cleared

Sample Workflow#2: Modifying task in R2

1. Create an Order, add Labor positions and tag the task to the line.

Figure 2.0: Tag the task to the labor line

2. Open Labor app > assign and confirm the resource.

3. Create a Timesheet for the few dates.

4. In R2, modify the dates of the task. (Last date is changed to show the sample workflow).

Figure 2.1: Modify the task date

5. In R2 labor, click Task tab and you will see the task date being updated. But in the booking line, you still don't see the end date being updated as shown in Figure 2.2

6. To apply the updated task details to the booking line, select the booking line and task line > click 'Apply to Lines'.

Figure 2.2: Task tab

7. You will see the 'Start and End Date' in red font indicating that the changes is synced to the booking line.

   • End Date is updated based on the task details.

   • A message displays to inform that the sync didn't happen for the dates having timesheet.

Figure 2.3: Data synced

8. Open the 'Assign Dates'  window for the booking line and you will see the dates having timesheet in red font which is to indicate that the changes didn't sync for the dates having Timesheet.

Figure 2.4: EWT window

9. Since you are aware of sync changes, you can clear the red font to black by clearing the conflicts. To do that, click icon.

10. You will see the changes in block font now. The conflict clears in Assign Dates as well.

Sample Workflow#3: Modifying the dates (Time portion) having Timesheet

When you modify the labor line having Timesheet in R2. In such case, system shows a new EWT date with the modified details in Labor > Assign Dates.

1. Modify the time portion for date having Timesheet in R2.

Figure 3.0: Modify the time portion

2. Now reset the Task/dates in Labor.

3. You will see the 'Start and End Date' in red font and also a message displays to inform you that the changes didn't sync for the dates having Timesheet as shown in Figure 1.4

4. Open the 'Assign Dates'  window and you will see the dates having timesheet in red font along with the new EWT with the modified time portion.

Figure 3.1: EWT window

5. You can clear the red font to black by clear the conflicts. To do that, click icon.