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To achieve the ability to bulk import timesheet iterations, for example an import file may contain more than one timesheet for the same job and week ending date - for example an original and its subsequent adjustment(s), in the Import Wizard Import Settings, a new setting is available and will need to be populated. This item, labelled ‘Grouping’, will enable the system to know the import field to targeted to determine the timesheet iteration grouping. In the import file, the Grouping value will need to be assigned to each data row for the same job and week ending date. Where multiple adjustment timesheets need to be generated, the system will use the Grouping value to determine the rows required for each timesheet and the order of the timesheets. The ability to sequence the order is very important as each iteration of the timesheet needs to target the timesheet it is adjusting.
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Please note that where there is the possibility that the original timesheet and one or more subsequent adjustments could be imported in one file, then the ‘Adjustment Only’ setting must be true in the related Job Order, so that there is a zero result timesheet already in the system. Click here for more details. |
In the example below, we have used the new Alternate Timesheet value as the grouping value, as this is a value that will be included in the import file and will be displayed next to each data row. Where there is data for more than one iteration of a timesheet for the same job and week ending date, the system will use Alt. TS Id to determine each timesheet and the order of each timesheet ie; Adjustment 1, Adjustment 2, based on the order of the group field. We have also mapped this field in the Field Mapping area, as it is a value that is available on the timesheet, which will be helpful if we need to cross check data with the VMS.
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