How to delete a transaction class

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

What is required to delete transaction classes that are not used anymore.  Even if it is a default OOTB transaction class that is not used, can they be deleted or should they be left alone? 

 

Environment

Release: All supported clarity version 

Resolution

If a Transaction Class has not been used, the application will allow the record to be deleted through the UI. The application does a validation check and if the class has been used, an alert will show to indicate it cannot be deleted.

Steps:

1. Login as a Financial Administrator
2. Navigate to Administration, Finance: Transaction Classes
3. Check the box next to the Transaction Class
4. Click 'Delete' button
5. Delete Confirmation page appears with - Alert: Do you want to delete the selected Transaction Classes?
6. Click 'Yes' button
   • If the Transaction Class has not been used, the deletion will be successful
   • If the Transaction Class has been used, the following message appears - ERROR Selected items cannot be deleted because one or more of them are being used

The application checks for the use of the Transaction Class in the following areas:

• CBK_GL_ALLOCATION : Chargeback Debit and Credit Rules
• PAC_MNT_RESOURCES : Resource Financial Properties
• FIN_COST_PLAN_DETAILS : Cost and Budget Plan detail lines
• IMP_TRANSACTIONIMPORT : Invalid Transactions page for incoming and error transactions
• PPA_TRANSWIPADJUST : Financial Transactions waiting for WIP Adjustments
• PPA_TRANSCONTROL : Financial Transactions that have been posted into the financial module, waiting for Post to WIP 
• PPA_WIP : Financial Transactions posted into WIP

If you find that you have existing data in Budget Financial Plans or posted into WIP you won't have the ability to edit these records to remove them and thus the Transaction Class will have to remain in the system for data integrity for this historical data.  There is a job that will allow you to 'purge' investment financial data and delete the investment, but this should be used with caution as it permanently deletes data.  The 'Purge Financial Tables' job will NOT remove any Financial Plans on the investment.  The job only removes financial actual transactions.  To remove the detailed financial plans, you must also run the 'Delete Investments' job after successfully deleting the financial actual data.

Note: Grant the Job - Run access right for this job to only the selected users who can govern the process of deleting the investments. Without proper governance, data that was not meant to be deleted can get accidentally deleted. Before running the job, review all items marked for deletion and backup the system.

 

 

Additional Information

Detailed documentation for more information on the Delete Investments and Time Reporting Periods Job

The following query can be ran to find out the what transclass are still tied to financial plans.

select a.transaction_class_id, a.*
from FIN_COST_PLAN_DETAILS a
where TRANSACTION_CLASS_ID = xxxxxx

select
c.id, c.name, a.TOTAL_COST, a.total_units, a.id, a.name, a.CODE, a.PLAN_TYPE_CODE, a.IS_PLAN_OF_RECORD, 
a.OBJECT_CODE, a.REVISION, a.PERIOD_TYPE_CODE
FROM
FIN_PLANS a,
FIN_COST_PLAN_DETAILS b,
inv_investments c
WHERE a.ID = b.PLAN_ID 
and a.object_id = c.id 
and b.plan_id = aaaaaa