Cannot enter non-labor transaction for a transaction without Department and Location values

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

You are trying to create a transaction entry for a project and you are getting the following error:

REVMGR-20822:Investment is missing Location/Department data.

Both the project and Resource are financially enabled.

Cause

The problem is that the location and department fields can remain blank when creating a non-labor (material) resource transaction when the WIP setup for location and department is set to "Project". However, both of these fields must have values defined when WIP setup for location and department is set to "Resource". This is by design.

Environment

Release: Any

Resolution

Unless you have a business requirement for your cost plans as based on Resources, you can configure the location and department in WIP setup to "Project". Then you will not receive the error message when you create a Transaction without the department and location values defined.