We have changed the financial department for a resource.
The transactions generated by the timesheets posted since the change do show the new Resource Department on the PPA_WIP table (EMPLYHOMEDEPART column).
Is there a way of updating the past transactions so they show the current financial department of the resource?
This was analyzed through DE39017
This is a software limitation and is working as designed.
Basically, any field that is NOT shown in the Classic PPM WIP pages such as the Resource's Location/Department is NOT changed if the resource profile has been changed.
Here is a community posting that talks about the limitation
Workaround: Make a WIP adjustment directly on this existing transaction down to zero and then create a completely new transaction with the new resource settings.
The Resource Department settings are set into the transaction at the time the transaction is created.
Details on DE39017:
STEPS TO REPRODUCE
1. Run Post Timesheets
2. Run Post Transaction job
3. Run Post to WIP job
4. Modify the 'Financial Department' and 'Resource Class' values for a resource that had transactions posted
5. From 'Create WIP Adjustment', select the resource that had the financial properties modified in step 4 and select a transaction date for one of the posted transactions and check 'Calculate new rates' box
6. Click Save & Return button
7.Go to Approve WIP adjustments and 'Approve' button
8. Query PPA_WIP.EMPLYHOMEDEPART
EMPLYHOMEDEPART should reflect the value it was updated to in Resource Financial Properties
Actual Results: EMPLYHOMEDEPART is still pointing to the original value