The configuration of the Entity Defaults for Source Location is set to use Employee / Resource values.
Project Financial Cost Plans show Actuals grouped into the Project Department / Location and not Resource Department/Location as expected
Steps to Reproduce:
Expected Result: The actuals should be posted using the Resource Department B / Location B values
Actual Result: The actuals are posted using the Project Department A / Location A values
This issue is due to an incorrect configuration. When 'Actuals' appear on a Cost Plan, it uses the data from the Posted WIP transactions.
Release:All supported releases
For existing transactions, the data cannot be changed. For new, transactions you can change the system setting to have the posting into WIP use the Resource source fields instead of the Project source fields.
Go to the Administration, Financial Management WIP Settings page.
By default, all new implementations will have default values set to use 'Project' values.
If you change all 3 fields to use the 'Resource' values for Entity, Location and Department, when new financial transactions are Posted to WIP, the application will use the current setting. Then all new transactions posted into WIP will show up on the Cost Plan, grouped by the Resource Department/Location.
NOTE: Changing this setting will not affect existing transactions already posted into WIP.