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Cost Plan grouping attribute sequence changes in Database when you make cost plan plan of record

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Article ID: 134860

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Updated On:

Products

Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

  • Cost Plan grouping attribute values change in the Database when you make that cost plan the plan of record.
  • The 4 attributes in the DB do not match those set in the cost plan.

STEPS TO REPRODUCE:

1. Create an entity with 4 grouping attributes in following order:

  • Charge Code  (SEQ 0 in DB for default cost plan)
  • Department (SEQ 1 in DB)
  • Role (SEQ 2 in DB)
  • Transactions Class (SEQ 3 in DB)

Run the following query in the DB to verify the sequence IDs match as defined above: 

Select * from odf_multi_valued_lookups where object like '%defa%'

2. In a Classic PPM project, create a cost plan (by default it is set at plan of records, changing the sequencing to make it different then default set in entity):

  • Click on the Financial Plans tab for the project
  • Click New Manual Plan
  • Enter a name for the plan
  • Clear out all the group attributes and then add all of the defaults from Step 1 in a different order then above.

Example:

    • First browse to add Role click add
    • Click browse and select Department and click add
    • Then browse and select Charge Code and click add
    • Then browse and select Transaction Class and click add.
  • Click Save

3. Observe the sequences in the DB for the cost plan

  • Run the below query using the IDs from the financial plan created above to get the ID needed for the next query:

Select * from fin_plans where object_ID=5032473 and code= 'FIN538329'

  • Run the below query with the ID value taken from above query:

Select * from odf_multi_valued_lookups where pk_ID=7625007

  • Note the sequence IDs are in correct order based on sequences they were added

4. Create a second cost plan with the default order of grouping attributes (don't make any changes), save.

5. Important: Make it the Plan of record (Prior to making the cost plan the plan of record, the sequencing shows correctly in the DB) 

Select * from odf_multi_valued_lookups where pk_ID=7625008

Expected Results: Sequencing matches that of what is set in step 1 above

Actual Results: Sequencing doesn't match what is set in step 1.

Environment

Release : 15.5, 15.5.1, 15.6, 15.6.1, 15.7, 15.7.1

Component : CA PPM FINANCIAL MANAGEMENT

Cause

  • This is caused by: DE50104
  • This issue happens if you modify the LOOKUP_FIN_GROUPING_ATTRIBUTES_CAPTIONS (IE change Transaction_Class to cost center).
  • When a plan is created and then made POR, the grouping attributes are saved (Updated) in alphabetical order (Since, selection from LOOKUP_FIN_GROUPING_ATTRIBUTES is sorted by name by default).

Resolution

This issue is fixed in Clarity PPM 15.8 and 15.7.1.2 (15.7.1 patch 2)

Workaround: 

  1. Go to LOOKUP_FIN_GROUPING_ATTRIBUTES_CAPTIONS
  2. Change the values so that the default grouping attributes are alphabetically arranged.

Additional Information

See KB 141061 - How to search for known Clarity PPM Issues using Self Service