Clarity: Post Incidents to Financials Job picks incorrect rate

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

Description:

Using the following configuration, the Post Incidents Job does not evaluate the 'Resource' value correctly for the transaction and picks incorrect rate in the matrix. If the matrix does not include the specified Resource, the job will pick a row when it should be expected that the job generate a Processing Error for the Incident Transaction. If the matrix includes the specified Resource, the job should pick the correct rate.

Steps to Reproduce:

Click here for screenshots

1. Set up System Financial (OBS, Entity, Input Types, Charge Codes)
   
   
2. Create 4 labor resources and financially activate
   
   ResourceABC
   ResourceEFG
   ResourceXYZ
   ResourceZZZ
   
   
3. Set up Financial Matrix > Name = 'INCIDENT MATRIX'
   
   Admin Tool > Manage Matrix > Configure only the 'Resource' column for the Matrix
   
   Add 3 rows to the matrix
   
   Row 1 : ResourceXYZ > Rates/Costs = 10.00
   Row 2 : ResourceABC > Rates/Costs = 20.00
   Row 3 : ResourceEFG > Rates/Costs = 30.00
   
   * Do not create a default * row and DO NOT create a row for 'ResourceZZZ'
   
   
4. Set up an NPIO Investment (tested using Applications Investment Type)
   
   Main Application > Applications
   
   Click 'New' button
   Name = 'Application1'
   
   Set up Charge Code and activate financial properties -
   
   WIP CLASS
   INVESTMENT CLASS
   DEPARTMENT
   LOCATION
   RATE MATRIX
   COST MATRIX
   
   
5. Set up Incident Category and associate to the Investment
   
   Admin Tool > Data Administration: Incidents > Category Setup
   
   Click 'New' button
   Category Name = IncidentCategory1
   Category ID = IncidentCategory1
   Click 'Save' button
   Associated Investments > Select 'Application1'
   
   
6. Create an Incident > Short Description = 'Incident1'
   
   Select the 'IncidentCategory1'
   Click 'Save' button
   Assign the Incident to 'ResourceZZZ'
   Click 'Save' button
   
   
7. Create a Timesheet for 'ResourceZZZ' and enter 10 hours per day for the Incident
   
   
8. Execute 'Post Timesheets' job
   
   
9. Execute 'Post Incidents to Financials' job
   
   
10. Navigate to Main Application > Financial Management: Transactions page
    
    Expected Result: Transactions should generate an error ; no rate found because there is no matching row in the matrix for this resource
    Actual Result: The job picked the row for 'ResourceXYZ' for $10.00 per unit
    
    
11. Change the Rate Matrix configuration
    
    Row 1 : ResourceEFG > Rates/Costs = 10.00
    Row 2 : ResourceXYZ > Rates/Costs = 20.00
    Row 3 : ResourceABC > Rates/Costs = 30.00
    
    
12. Create a Timesheet for 'ResourceZZZ' and enter 10 hours per day for the Incident
    
    
13. Execute 'Post Timesheets' job
    
    
14. Execute 'Post Incidents to Financials' job
    
    
15. Navigate to Main Application > Financial Management: Transactions page
    
    Expected Result: Transactions should generate an error ; no rate found because there is no matching row in the matrix for this resource
    Actual Result: The job picked up the row for 'ResourceXYZ' for $20.00 per unit
    
    
16. Change the Rate Matrix configuration ; this time add a 4th row for 'ResourceZZZ'
    
    Row 1 : ResourceEFG > Rates/Costs = 10.00
    Row 2 : ResourceXYZ > Rates/Costs = 20.00
    Row 3 : ResourceABC > Rates/Costs = 30.00
    Row 4 : ResourceZZZ > Rates/Costs = 50.00
    
    
17. Sort the listing by the 'Resource' Column
    
    Click 'Continue' button
    Click 'Finish' button
    Go back to the Matrix Edit Rows and the sorting is persisted
    Row 1 : ResourceABC > Rates/Costs = 30.00
    Row 2 : ResourceEFG > Rates/Costs = 10.00
    Row 3 : ResourceXYZ > Rates/Costs = 20.00
    Row 4 : ResourceZZZ > Rates/Costs = 50.00
    
    
18. Create a Timesheet for 'ResourceZZZ' and enter 10 hours per day for the Incident
    
    
19. Execute 'Post Timesheets' job
    
    
20. Execute 'Post Incidents to Financials' job
    
    
21. Navigate to Main Application > Financial Management: Transactions page
    
    Results shown are as expected ; the transactions have the rate of $50.00 per unit
    
    
22. Create a Timesheet for 'ResourceXYZ' and enter 10 hours per day for the Incident
    
    
23. Execute 'Post Timesheets' job
    
    
24. Execute 'Post Incidents to Financials' job
    
    
25. Navigate to Main Application > Financial Management: Transactions page
    
    Expected Result: The transactions for 'ResourceXYZ' should be $20.00 per unit
    Actual Result: The job picked up the row for 'ResourceZZZ' for $50.00 per unit

Solution:

Workaround:
None.

Status/Resolution:
This issue has been documented and is assigned to development for review. If you are experiencing this problem and the workaround above does not significantly help, please contact CA Clarity Support.

Keywords: CLARITYKB, CLRT-57664, clarity12open, ppa_getmatrixmatch, imm_txn_pkg, get_imm_rateinfo, demand management.

Environment

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