If a worker from another legal entity executes a work order, a timesheet is created instead of using the hour journal. For example, if a DEMF worker completes a work order created in USMF, a timesheet is created in DEMF after the hours are posted.

After the worker posts hours using the Field Service app and the entry is processed on the Work order line transactions page, the system creates a timesheet in the worker’s legal entity.

Required setup:

• Go to Project management and accounting parameters and enable:
  • Intercompany resource scheduling
  • Intercompany timesheets
  • A default project category
• Set up workflows for timesheets in Project management and accounting workflows.
• Configure intercompany accounting in General ledger > Posting setup > Intercompany accounting.
• Set up project categories to support intercompany postings.
• Define an intercompany customer and an intercompany vendor in each legal entity.
• Go to Work order project planning > Setup > Work order parameters. In the General section, set the Hour transaction journal type to Timesheet.

Note: For more details, see the Microsoft Learn documentation on intercompany project timesheets.

Activities