Populate Cost Plan from Assignments takes in correct cost values

Document ID : KB000124295
Last Modified Date : 09/01/2019
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Issue:
If Investment Class is a column in the rate matrix and the project does not have an investment class but there is another match for the row, the transaction will pick up the incorrect row.


Explanation:

If rate matrix has rows in this order
Investment Class:
Resource:
Role:
Rate and Cost:

Two Rows
1) Investment Class: RGB
Resource: *
Role: lw_role
 Rate and Cost: 52
 
 
2) Investment Class: *
Resource: *
Role: *
Rate and Cost: 1
 
A transaction which has the matching role of lw_role but the associated project has no investment class, the transaction will pick up Row 1 for $52. Instead it should pick up Row 2. 
 
Steps to Reproduce:

1. Create a rate matrix with column order
Investment_class, Resource, Role
2. Create two rows in the matrix as mentioned above (see screenshots)
3. Use a project associated to the same rate matrix.
4. Make sure the project does not have investment class associated.
5. Make sure there is not a default investment class on the Entity or Defaults.
6. Add a resource to the team who has the same primary role as the row in the matrix (lw_role in my case)
7. Create a task and assign the resource to the task.

8. Create a transaction against this project using a resource with the same role defined in the matrix.
9. Check the cost on the transaction



Expected Result: Should be associated with the row in matrix without the Investment Class

Actual Result: Calculates the cost based on the row in the matrix with the Investment Class
Cause:
Defect DE40027 currently under review.

 

Resolution:
Workaround:

Take out investment class from matrix OR
Create a dummy investment class to add to the projects which do not have one.