XOG: Expense type transactions

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

When importing Expense Type Transactions we get an error:

A group identifier (groupId) has to be mandatorily passed for transactions of type X (Expense)

Here a sample of the XML used:

<?xml version="1.0" encoding="UTF-8"?>
<NikuDataBus xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../xsd/nikuxog_inboundTransaction.xsd">
  <Header action="write" externalSource="ORACLE-FINANCIAL" objectType="transaction" version="6.0.11"/>
  <Transactions>

<Transaction actualCostRate="120" actualCostRateCurrency="USD"
billRate="120" billRateCurrency="USD"
chargeable="1" chargeCode="design" externalID="E37289-8"
importStatus="N" projectID="my_project" resourceID="exp_res"
transactionDate="2022-09-02" transactionType="X" units="1"
taskID="5005001" transactionClass="TRAVEL" />
    
  </Transactions>
</NikuDataBus>

Cause

Clarity 16.0.3

Resolution

Add the groupID and voucherNumber tags to the XML file:

<?xml version="1.0" encoding="UTF-8"?>
<NikuDataBus xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../xsd/nikuxog_inboundTransaction.xsd">
  <Header action="write" externalSource="ORACLE-FINANCIAL" objectType="transaction" version="6.0.11"/>
  <Transactions>

<Transaction actualCostRate="120" actualCostRateCurrency="USD"
billRate="120" billRateCurrency="USD"
chargeable="1" chargeCode="design" externalID="E37289-8"
importStatus="N" projectID="sebastian" resourceID="exp_res"
transactionDate="2022-09-02" transactionType="X" units="1"
groupId="123" voucherNumber="ABCVDD" taskID="5005001" transactionClass="TRAVEL"/>
    
  </Transactions>
</NikuDataBus>