My Finance manager is unable to view all of the transactions for an employee in Time and Expense. No one else has this issue and I am at a loss as to why. She has all of the permissions needed, but she is unable to. Ideas?
Not sure if you checked this but in User Account Maintenance under the company tab there are time and expense settings. Just a thought.
or is the employee set up correctly in data collection-> setup -> Employee
@kmailloux Those were not marked by anyone in the whole Company. I did check them jsut to see if it helped her.
@knash She is setup correctly.
Epicor said to chekc this out: (Hopefully this helps)
Not 100% sure what it was that fixed it as I had her do waht Epicor said as wella s selecting the boxes. Eitherway it worked.
Those settings they suggested are a filter of sorts. It allows you to pick the type of records you want to see (enter. submitted, approved, etc). Also, the retrieve by is important - it determines what records are pulled in. Do you know what her initial settings were?
We were recently acquired and our parent entity is a publicly traded corporation. We have managed to institute most of the controls requested of us. One that has us a bit challenged is program change control. We need to be able to report any additions or changes made to Epicor functionality. Internal to Epicor I guess this would mean BPM’s or Updateable BAQ’s. Most everything else we do that touches Epicor data is done through business objects so that is not technically a modification. Anyone else have this requirement and how do you handle it? I don’t see a way to identify either object with time stamps.
Thanks,
Keith
Hi Keith - In general that would probably only include Customizations and BPM’s. Both of those can be tracked in either Customization Maintenance or the BPM screens (Method Directives and Data Directives). There should be a timestamp, a user, and in the case of customizations (if filled out) a changelog.
Well - I guess dashboards could also be included as well.
Does this sound like what you are talking about?