Clarity: Post Timesheet Job incorrectly creates financial transactions for projects with Financial Status not 'Open'

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

Description:

When a user creates a Timesheet that has ONLY time entries for a project with Financial Status = 'Hold', the Post Timesheet job does not create financial transactions which is expected. However, if you create a timesheet that has actual hours for a project that has a financial status = 'Open' and actual hours for a project that has a financial status = 'Hold' the job will incorrectly create financial transactions (for projects with any financial status not 'Open').

This becomes a problem because the properties for the project have not been configured yet and now the project manager is prevented from entering a COMPANY NAME. This becomes more critical if the Clarity administrator has configured the Project Financial properties page to have a 'Value Required' option set for the COMPANY NAME. Now the end-user cannot update ANY fields on the project financial properties page because the COMPANY NAME value is NULL (by default) and the application logic prevents the end-user from changing the value with an error message 'Company Name or Billing Currency cannot be changed after transactions have been posted'. The only workaround for this configuration is for the Clarity Administrator to make an update to the PAC_MNT_PROJECTS table for the COMPANY_CODE value and then the end-user will have the ability to modify the remaining properties on the Project Financial properties page.

Steps to Reproduce:

1. Login to Clarity as an administrator
   
   
2. Admin Tool > Studio : Objects > Project Object > Views [Fields]
   Company Name (company_code) > set 'Value Required' to true
   Investment Class (investment_class) > set 'Value Required' to true
   WIP Class (wip_class) set 'Value Required' to true
   Financial Status should have a default value = 'Hold' (OOTB)
   
   
3. Main Application > Projects > click 'New' button
   PROJECT1 : Set the Financial Department ONLY
   Project Team > Add Resource1 with active financial properties
   Assign the Resource1 to a few tasks on the project
   Check the Project Financial Properties > Financial Status = 'Hold'
   Do not fill out any project financial properties
   
   
4. Resource1 - Create a timesheet ; only create time entries for this one project ; submit, approve, post the timesheet
   Invalid Transactions page does not show any new transactions
   (as expected since the project is on hold)
   
   
5. Main Application > Projects > click 'New' button
   PROJECT2 : Set the Financial Department
   Project Team > Add Resource1 with active financial properties
   Assign the Resource1 to a few tasks on the project
   Check the Project Financial Properties > Change Financial
   Status = 'Open'
   Fill out ALL project financial properties - especially the
   'Value Required' fields
   
   
6. Resource1 - Create a timesheet ; Create a NEW timesheet with time entries for BOTH PROJECT1 (Hold) and PROJECT2 (Open).
   Submit, approve and post the timesheet
   

Expected Result: Invalid Transactions page should show NEW entries for PROJECT2 ONLY.
Actual Result: Invalid Transactions page shows NEW entries for BOTH PROJECT1 and PROJECT2 for the Timesheet that has both projects. Navigate to PROJECT1 > Financial Properties page and attempt to update the values on the page. The application logic prevents the end-user from updating the page.

Solution:

WORKAROUND:

Currently, there is a workaround that allows the end-user to update the Company Code value through the Project List View. When this attribute is placed on the Project List View and the end-user updates it using the 'Edit Mode', the built-in logic that is executed in the Project Financial Properties page is not invoked and the value can be updated successfully.

STATUS/RESOLUTION:

Resolved in Clarity 12.1.1

Resolved in Clarity 12.0.6 Generic Patch. Reference TEC522707

Resolved in Clarity 12.1.0 Generic Patch. Reference TEC542313

Resolved in Clarity 13.0.0

Keywords: CLARITYKB, CLRT-57358, imp_transactionimport, prtimeentry, prrmexported, clarity12resolved, clarity1211resolved, clarity13resolved.

Environment

Release: ESPCLA99000-12.1-Clarity-Extended Support Plus
Component: