Master Article - EERP to Time and Attendance PL Strings

Description of Issue

Some PL strings are missing in Timesheet entry in Time and Attendance (ExecuTime). They were just added in Project Master and are showing in Location Codes in the ESS Time Entry PL code set in EERP.

Context
  • Payroll
  • EERP (Munis)
  • Location Codes 
  • Project String Code Sets
  • Project String Settings 
  • Time & Attendance (ExecuTime)
  • Timesheet Entry
Cause
  • There are settings in Project Master and Project Expense String that determine if the Project String will display in TA (Time & Attendance)
  • Incorrect configuration of Location Codes and/or Security within Munis.
  • The Project Ledger integration is a real-time integration that does not require anything to be run on System Admin > UI Environment Flags > Tyler Integration.
  • The employee that is attempting to access the PL or GL account string field in Timesheet entry does not have a default position assigned to them which is required in order for the lists to be available 
Resolution

How EERP determines which PL strings display in Time and Attendance - Notes which PL Strings will display in TA based on Project Master and Project Expense String Settings as well as Project Accounting Permissions 

ExecuTime - Where does ExecuTime pull PL codes from - Location Codes vs Employee Job/Salary

Unable to access PL and GL Accounts when entering time - Missing Default Position in Time & Attendance

Project Codes Not Integrating in ExecuTime - Permissions

Additional Information