Classic - Getting an error "You must associate this investment with an entity before a financial plan can be set up." on the financial plans of an Idea even though Department and Location is present.

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Article ID: 207037

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Updated On:

Products

Clarity PPM SaaS

Issue/Introduction

SUMMARY: Classic - Getting an error "You must associate this investment with an entity before a financial plan can be set up." on the financial plans of an Idea even though Department and Location is present.

STEPS TO REPRODUCE: 

1. Login as Administrator and navigate to Administration->Objects and search for Idea
2. Setup default value for Department and Location
3. Navigate to Home->Ideas
4. Create an Idea by clicking New button.
5. Click on Finanacial Plans tab and observe error
ERROR You must associate this investment with an entity before a financial plan can be set up.

Note: After enabling audit for department and location it is observed that department get set and then reset back to null (15.9.1 observation)
In 15.9 both department and location gets set but still observed error above.

Expected Results: It should not throw an error as both department and location have defaults and should be set appropriately.

Actual Results: Department is not getting set in 15.9.1 but it does get set in 15.9 but still error occurs.

Workaround: In 15.9 Navigate to Idea Properties->Settings and click save, after that system will allow to create Financial Plans
In 15.9.1 Navigate to Idea Properties->Settings and set Department and Location and click Save.

Environment

Release : 15.9

Component : CA PPM SAAS FINANCIAL MANAGEMENT

Resolution

DE59526, Under review by Engineering team.