DE59676 Autonumbering of the Cost Plan ID (Plan Code) is not respected in the "Financials" Modern UX module

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Article ID: 207878

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Updated On:

Products

Clarity PPM On Premise Clarity PPM SaaS STARTER PACK-CLARITY PPM

Issue/Introduction

DE59676 Autonumbering of the Cost Plan ID (Plan Code) is not respected in the "Financials" Modern UX module

 

STEPS TO REPRODUCE:

  1. Connect to Clarity - Objects - Cost plan - Attributes
  2. Select Plan Code - click Autonumbering
  3. Ensure Autonumbering is checked and add a number
  4. Save
  5. Now go to Modern UX, open the default Project Blueprint and add both modules Financials and Financial Plans
  6. Open a financially enabled project with a cost plan on it but no Budget
  7. Open Financial Plans module and submit the Cost plan of record
  8. Note that it works to submit and you are not asked for the Plan ID.
  9. Go to Budgets and note the resulting Budget plan has the autonumbered Plan ID correctly
  10. Now Reject the Budget you just submitted
  11. Now go to Financials module, again Submit for approval the plan of record

 

Expected Results: Autonumbering to be used, similarly to Financial Plans module

Actual Results: In the popup window you have the Plan ID field that's required and unfilled. The user must enter the code manually and ignore the autonumbering set up because they will not be able to submit the cost plan

Environment

Release : 15.7.1 - 15.9

Component : CA PPM FINANCIAL MANAGEMENT

Resolution

DE59676, in review by Engineering