We are on v14.3.
One of our projects has an unnamed resource in the Cost Plan and I have no idea where it is coming from.
We populate our Cost Plans from the investment team and the Cost Plan is grouped by Resource. I have checked the Active and Inactive resources on the Team tab and I cannot see a resource that could be populating with no role or name on the cost plan.
Upon further investigation we see there are some actual financial transactions already posted into WIP with a ROLE in the RESOURCE field.
We tried to make a WIP Adjustment and the application does not allow us to correct it to a valid resource.
Steps to Reproduce:
Expected Result: The adjustment should be successful
Actual Result: The adjustment cannot be saved and the error is generated - REVMGR-20901: Role is not allowed in Resource ID
The customer is currently on v14.3 and the financial transactions were created in a previous release.
In previous versions, v13.x thru v14.2, when Roles were first enabled for financial properties, a new issue appeared that allowed users to incorrectly select a financially enabled ROLE on the RESOURCE ID field within a manual voucher Transaction Entry. This was logged as CLRT-73608 and fixed in v14.3
The fix for CLRT-73608 in v14.3 now prevents the new creation of transactions using a ROLE because the lookup browse does not provide these records for selection.
Now in v14.3, any pre-existing transactions that has a ROLE incorrectly added into the RESOURCE field, the application will do an integrity check and prevent financial processing on these transactions for a WIP Adjustment, WIP Transfer or WIP Reversal.
We have logged CLRT-80061 for this issue.
Pending review and disposition from development.
Please log a case and contact CA Technical Support if you have an issue with data that has a ROLE in the RESOURCE field on any transactions.
You can find existing transactions that may have a role on the resource field, using the following query:
Release: ESPCLA99000-14.3-Clarity-Extended Support Plus