How can we track WIP Adjustments to their source

Products

• Clarity PPM On Premise

Issue/Introduction

For WIP Adjustments is there a way to find the origination transaction?

Also what happens if a WIP Adjustment is Rejected?

Resolution

When a transaction is Posted to WIP it appears in the PPA_WIP table with a Status = 0

If the transaction gets adjusted using a WIP Adjustment, the flow is as follows

 Once the adjustment is saved

   - The original transaction status changes to 4

  - The original and adjustment show in the PPA_TRANSWIPADJUST table 

       - TRANSTYPE = A on the Original Transaction

       - TRANSTYPE = L on the Adjustment Transaction

Post to WIP

  - PPA_WIP original transaction will have a different APPLYTO, this APPLYTO is the adjustment transaction

  - PPA_WIP original transaction status changes to 2

  - PPA_WIP adjustment transaction status = 0

 

If  a transaction is reversed and not adjusted the status = 2 once it is approved, but the TRANSNO and APPLYTO have the same value

 

If a WIP Adjustment is rejected the rejected adjustment is deleted from PPA_TRANSWIPADJUST and the status of the original transaction changes from 4 to 0