Description:
When creating a new transaction entry or WIP adjustment on an existing transaction, the application allows users to enter wrong Investment id / Task combinations on the Transaction Details page.
After posting the new transaction to WIP or approving the WIP adjustment, the PPA_WIP table is updated. In the case of a new transaction entry (voucher), the wrong combination get recorded in the table without any error. In the case of a WIP adjustment, you can see that there are records in the table where the project code is different but the records have the same task_id. This should not be possible because these internal task id's should be unique (and can only appear on one project and not two or more).
When filtering on the Create WIP Adjustment page the transaction shows up when filtering under the project to which the task belongs; upon running the Import Financial Actuals job the corresponding actual units get posted to the project to which the task belongs and not the project whose ID got entered on the Transaction Details page.
Steps to Reproduce:
Solution:
WORKAROUND:
The application should not allow the end-user to change the project or task on a WIP Adjustment by simply changing the Investment Id. The user should be using a WIP TRANSFER action. The WIP TRANSFER action is more appropriate because then the application will remove the transaction from the original (source) project and then create a new transaction for the target project and then when the Import Financial Actuals job executes, both projects will be updated appropriately. The invalid transaction can occur for new voucher transactions as there is no validation on that page too.
---------------------------------------------- /* Use this query to identify records in the WIP table that have an invalid project / task relationship */ ---------------------------------------------- select w.investment_id wip_investment_id , i.name wip_investment_name , w.task_id wip_task_id , t.prname wip_task_name , t.prprojectid prtask_project_id , i2.name prtask_project_name from ppa_wip w , inv_investments i , prtask t , inv_investments i2 where w.status = 0 and w.investment_id = i.id and w.task_id = t.prid and t.prprojectid = i2.id and w.investment_id != t.prprojectid ----------------------------------------------
After executing the above query to identify transactions that have been transferred incorrectly, use the following steps to correct the records.
Steps to Correct:
STATUS/RESOLUTION:
Resolved in Clarity 12.1.1 Generic Patch. Reference TEC553491.
Resolved in Clarity 12.1.3
Resolved in Clarity 13.0.1
Resolution implemented is to prevent the invalid Investment ID / Task combination.
Keywords: CLARITYKB, CLRT-62010, clarity12resolved, clarity1213resolved, clarity13resolved, clarity1301resolved, revmgr.