Clarity: Post Incidents to Financials Job picks incorrect rate

Document ID : KB000051371
Last Modified Date : 14/02/2018
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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.

File Attachments:
TEC533119.zip