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Daily Field Reports: When Completing, Remove "Hold" Checkmark


kdavis45
Semi-Pro I
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Our client came across a scenario where they marked several daily field reports as complete, but didn’t un-check the “hold” box on the labor time and activities. This prevented the labor from appearing in any “mass release” workflows and, ultimately, from posting to the projects.

 

I would anticipate that being an automatic link - when the daily field report is complete, so is the labor time and activity. But this appears not to be the case.

 

Has anyone else come across this? If so, what workflows have you used to monitor and/or prevent it?

Best answer by joelhoffman

Hi @kdavis45 & @iqraharrison48 ,

The version will make a difference.  With 2023 R1, we updated the DFR and related Time Activity statuses based on related DFR status.  That version will resolve the initial situation outlined.

Please see the 2023 R1 Release Notes “Fixes and Enhancements”, AC-245479.

https://community.acumatica.com/supported-releases-67/acumatica-2023-r1-downloads-and-release-notes-15514

Thank You for the continued activity within our Community!

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5 replies

iqraharrison
Captain II
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@kdavis45 hi! what version is the client on? i went into my sales demo (23r1) and created a DFR that had time activities that were “on hold” and when i went to complete the field report, the time activity was no longer on hold so it appears to be fine in this version.


joelhoffman
Acumatica Moderator
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  • Acumatica Moderator
  • 275 replies
  • Answer
  • July 25, 2023

Hi @kdavis45 & @iqraharrison48 ,

The version will make a difference.  With 2023 R1, we updated the DFR and related Time Activity statuses based on related DFR status.  That version will resolve the initial situation outlined.

Please see the 2023 R1 Release Notes “Fixes and Enhancements”, AC-245479.

https://community.acumatica.com/supported-releases-67/acumatica-2023-r1-downloads-and-release-notes-15514

Thank You for the continued activity within our Community!


kdavis45
Semi-Pro I
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  • Author
  • Semi-Pro I
  • 41 replies
  • July 25, 2023

Customer is on 23.105.0016. I’m unable to recreate the error, so I suspect this is a timing issue. The examples in their test site appear to have been created on or before the upgrade date.

 

Thank you both!


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  • Freshman II
  • 16 replies
  • July 10, 2024

@joelhoffman 

 

One note on this (we just upgraded from 22R2 to 24R1): I think it would make the most sense if the Time Activity status updated AFTER the DFR is actually approved, not just when the ‘COMPLETE’ button is clicked.  It just adds another step in the event that the approver needs to fix the coding of the Time Activity.  


joelhoffman
Acumatica Moderator
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  • Acumatica Moderator
  • 275 replies
  • July 12, 2024

Hi @APistorius , appreciate the feedback.  We will be reviewing all time related activities for future enhancements/functionality.  I’ll add this to our list.  Thank You.


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