Vishnu Sai Sreeramoju

Customer is having requirement to calculate “total previous approved budget” plus “new total budget” which it is not feasible in current versions, requesting to please make available this requirement in future versions releases.

Repro Steps:

1. Navigated to “xxx” legal entity.
2. Navigated to “project management and accounting” module.
3. Selected “xxx” sub-phase-2 project.
4. Created “WBS” under “plan” tab.
5. Navigated to “project budget” under “plan” tab.
6. Then created “original budget” under “project budget” by submitting the workflow by clicking on “import” “forecast” model.
7. Navigated to back to “plan” tab “hour forecasts”
8. Hour forecast is created based on “original” forecast model
9. Again created a hour forecast model of “revised” one by giving the same previous “category” and “activity number” with “100” hours.
10. Went back to “project budget”
11. Clicked on “new revision”
12. Clicked on “import” selected “source type-forecast and forecast model-revised” and clicked on “OK” button.

Actual results

Under “costs” we can see approved budget and new total budget.

Expected results

System must calculate “total previous approved budget” plus “new total budget”

Customer requirement to get the version history of previous project budget(for example if we do it for 5 or 6 times) which we revised. Requesting to make available this requirement in future releases.

Repro steps

Navigated to “xxx” legal entity under project budget revision if we revise project budget multiple times for example if we revise 5 to 10 times your requirement is to get the version history of previous project budget which we revised. 

Under the voucher transaction we can see “WIP-products” account name posted to “project-WIP cost – item” instead of “P&L” account. Also logged work item reference #759615 and closed it as by design please make available this requirement in future.

REPRO STEPS

1.Navigated to project management accounting>projects>all projects as shown in below screen shot.

2.Under projects selected “project ID-00000092” and clicked on “manage” tab “sales order” as shown in below screen shot.

3.Under the sales order given “item number-50150, quantity-1 “ and clicked on “confirm now” under “actions” button as shown in below screen shot.

4.Clicked on “post packing slip” under “pick and pack” as shown in below screen shot.

5.Under packing slip given “quantity-all” and clicked on “OK” button as shown in below screen shot.

6.Again clicked on “project ID” under line details as shown in below screen shot.

7.Under “manage” tab clicked on “invoice proposal” as shown in below screen shot.

8.Under “transaction types” selected sales order line, all, and clicked on ‘OK” button as shown in below screen shot.

9.Selected the journals and clicked on “OK” button as shown in below screen shot.

10.Under invoice proposal clicked on “post” button as shown in below screen shot.

11.Under “manage” tab clicked on “invoice journals” as shown in below screen shot.

12.Under invoice journals clicked on “voucher” as shown in below screen shot.

13.Below are the voucher transactions.

14.Again came back to sales order, under “sales order” tab clicked on “purchase order” and under “vendor account-US_SI_0000006, item number-50150, quantity-1, purchase unit-800” and clicked on “OK” button as shown in below screen shot.

15.Under “line details” “product” tab clicked on “reference number-0000027(where it will take to PO)” as shown in below screen shot.

16.Under PO given “item number-50150, quantity-1, unit price-800” and clicked on “confirm” button as shown in below screen shot.

17.Under “receive” tab clicked on “product receipt” and posted with the product receipt as shown in below screen shot.

18.Under “invoice” tab generated invoice by giving “invoice number and description” and posted the invoice as shown in below screen shot.

19.After clicking on “invoice” under “journals” then again clicked on “voucher” as shown in below screen shot.

ACTUAL RESULTS

Under the voucher transaction we can see “WIP-products” account name posted to “project-WIP cost – item” instead of “P&L” account.

EXPECTED RESULTS

The voucher transaction it must post to “P&L” account instead of posting to “project-WIP cost – item”

Repro steps

1.Navigated to “USSI” legal entity project management and accounting>projects>all projects.

2.Clicked on “new” button and given “project type-investment, project ID-00000132, project name- TEST 176, Project group-investment, start date-10/1/2022” and clicked on “create project”.

3.Under the project clicked on “released”.

4.Under the project “plan” tab clicked on “project budget”.

5.Under “project budget” under “cost” tab given “project-00000131, transaction type for-hour and expense, original budget- 15000 and 10000 respectively”.

6.Under “project” tab clicked on “expense” journal tab.

7.Under expense journal clicked on “new” button given “journal name” and clicked on “lines”.

8.Under journal given “voucher date-10/20/2022, project date-10/20/2022, PROJECT-00000131, category-car rental, quantity-5, currency-USD, cost price-10, line property-NonBillabl, offset account type-ledger, offset account-601500” and clicked on “save” button.

9.Under “control” tab clicked on “project budget balances”.

ACTUAL RESULTS

Under project budget balances we can see “commitment” balance as “O” instead of showing “500”.

EXPECTED RESULTS

The system must show “commitment” balance as “500” instead of “0”

Requesting to make this possible in future versions for the customer.

Logged a work item reference#754569 and closed as duplicate.

REPRO STEPS

1.Navigated to “USSI” legal enity, project management and accounting>projects>all projects as shown in below screen shot.

2.Under the projects clicked on “new” button given “project type-Time and material, project id-000000128, project name-TEST VRSTS, project group-TM_WIP, project contract id-00000103 and start date-10/1/2022” and clicked on “create project” as shown in below screen shot.

3.Under the project clicked on “project, project stage-released” as shown in below screen shot.

4.Under “manage” tab clicked on “purchase order” as shown in below screen shot.

5.Given “vendor account-US_SI_000006, project id-00000128, site-mainoffice, warehouse-mainoffice” then clicked on “OK” as shown in below screen shot.

6.After clicking on “OK” button system asked for “default financial dimensions from project” then then clicked on “NO” as shown in below screen shot.

ACTUAL RESULTS

Under purchase order financial dimensions, we can see the “businessunit” picked even after clicking on default financial dimensions from project as “NO”.

EXPECTED RESULTS

System must not pick any financial dimensions after clicking on default financial dimensions from project as “NO”.

Requesting to make available this feature in future for customer.