The time effort object represents efforts done for a specific customer. They can be booked on business partners, sales orders, sales quotations, opportunities, production orders, service calls and time projects.
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Learn more about Time Effort DTO: Time Effort DTO v15 |
Learn more about time tasks: Time tasks |
FSM Cloud Connector only supports time effort referring to service calls and activities of type 'assignment'.
Efforts are created on the mobile app. In order to do this, navigate to the ‘Efforts’ tab or do it directly in an activity/service call (… or + -> ‘Create Effort’).
Creating an effort using the ‘Efforts’ tab
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Creating an effort within an activity
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Regardless of the way, the same data must be filled.
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After filling all the obligatory data, save the effort and refresh synchronize the mobile app.
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The effort must then be approved in Time and Material Journal.
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