Transaction Entry Save and Create New Issue
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Transaction Entry Save and Create New Issue

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Article ID: 278895

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Updated On:

Products

Clarity PPM SaaS

Issue/Introduction

SUMMARY: If the associated task  name contains a '#'  then using Save and Create New on a transaction entry will bring up a blank page instead of preserving the details from the previous transaction

 

STR:

 

1. Use a Financially Open Project

 

2. For the task to use make sure the name has a # sign in it.

   - For example: Task1 # task1

        - You can use an existing project and task, just change the task name or create a new task

 

3. Create a financial transaction under Transaction Entry

   - This can be a regular voucher and labor transaction type

   - Choose the project and task created in step 1

   - Fill in all pertinent information

   

4.  Make sure you click the box 'Preserve General Information'

 

5.  Click Save and Create New

 

EXPECTED RESULT:  All the information from the original transaction remains for the new transaction

 

ACTUAL RESULT:  The  new page is blank 

Resolution

Reported as DE79604.  Currently under engineering review.