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Copy Financial Summary to new request

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b460
Super Contributor.

Copy Financial Summary to new request

Hi,

 

We have a workflow that will copy a proposal request into another proposal request using the ksc_request_copy command. All mapped fields get copied across fine to the new request except for the Financial Summary.

 

Can anyone please let me know if it is possible to copy a Financial Summary to a new request, and if so how to do it?

 

Thanks.

5 REPLIES
mdadok
Respected Contributor.

Re: Copy Financial Summary to new request

Hi,

 

FYI… it seems that this ksc_request_copy command works same as "copy request" button. Currently, HP claims that financial summary is not copied in this case on purpose because of the design and there is no intention to change it.

 

We had a hot fix for version 8.02 to perform this copy action in addition so it worked for us for some time properly. Now we are testing 8.04 and again have this issue that financial summary is not copied within request copy same as for 9.x.

 

We have opened a case requesting for hot fix and got the response that this feature might be available if we persuade them be presenting some real business scenario requiring to have this copy of financial summary in place.

 

We are working on this right now. If you have any proper business scenario for this case can you please share it with us, so that we present more to HP to show them that copying of financial summary within request copy is really required for several customers.

 

Regards,

Maciek

Utkarsh_Mishra
Acclaimed Contributor.

Re: Copy Financial Summary to new request

You can create a custom script to do this, but this would be long task.

 

An alternative you can use is

 

  1. Once the Request is created, create a execution step and use ksc_create_snapshot command
  2. This will create the snapshot shot of the Parent financial summary
  3. Now from back-end change this Snapshot into Financail summary (I think you need to set a flag) and assign it to copied Proposal ID
Cheers..
Utkarsh Mishra

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TurboMan
Honored Contributor.

Re: Copy Financial Summary to new request

Hi Utkarsh,

 

I've checked v8.04 and 9.14.

Where is the "ksc_create_snapshot" command, I could not locate it in WB.

 

Regards

TM

AlexSavencu
Acclaimed Contributor.

Re: Copy Financial Summary to new request

Hi,

 

the information required is in Portfolio Management Configuration Guide, page 45.

 

Cheers

alex


--remember to kudos people who helped solve your problem
Utkarsh_Mishra
Acclaimed Contributor.

Re: Copy Financial Summary to new request

Hi,

 

Sorry, the command is ksc_take_snapshot .

 

You need to modify KCRT_FG_PFM_PROPOSAL. Below is the function which used to swap/convert Financial summary into Snapshot and vice-versa, you may take reference of it.

 

In addition to below SQL you also need to tweek  few more columns...

 

+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ 

 

CREATE OR REPLACE FUNCTION SS_FS_SWAP(PROP_ID VARCHAR2)
RETURN VARCHAR2 AS


V_FINANCIAL_SUMMARY_ID NUMBER(37);
V_NEW_FS_NAME VARCHAR2(200);
V_PROP_FS_ID NUMBER(37);


BEGIN

BEGIN
SELECT FINANCIAL_SUMMARY_ID INTO V_FINANCIAL_SUMMARY_ID
FROM FM_FINANCIAL_SUMMARY WHERE
PARENT_ID = (SELECT LIFECYCLE_ID FROM PFM_LIFECYCLE_PARENT_ENTITY
WHERE PROPOSAL_REQ_ID = PROP_ID )
AND ENTITY_TYPE = 'SNAPSHOT'
AND PLAN_OF_RECORD_FLAG = 'Y';
EXCEPTION WHEN NO_DATA_FOUND
THEN
RETURN 'FAILURE';
END;


SELECT PROP_FINANCIAL_SUMMARY_ID INTO V_PROP_FS_ID
FROM KCRT_FG_PFM_PROPOSAL WHERE REQUEST_ID = PROP_ID;

SELECT NAME INTO V_NEW_FS_NAME FROM FM_FINANCIAL_SUMMARY
WHERE FINANCIAL_SUMMARY_ID = V_PROP_FS_ID;


-- UPDATE SS TO FS


UPDATE FM_FINANCIAL_SUMMARY
SET NAME = V_NEW_FS_NAME,
ENTITY_TYPE = 'FS',
PLAN_OF_RECORD_FLAG = NULL,
ACTIVE_FS_ID = NULL
WHERE FINANCIAL_SUMMARY_ID = V_FINANCIAL_SUMMARY_ID;

UPDATE KCRT_FG_PFM_PROPOSAL
SET PROP_FINANCIAL_SUMMARY_ID = V_FINANCIAL_SUMMARY_ID
WHERE REQUEST_ID = PROP_ID;


-- UPDATE FS TO SS


UPDATE FM_FINANCIAL_SUMMARY
SET DESCRIPTION = 'Cancelled Project Snapshot' ||
(SELECT SYSDATE FROM DUAL),
NAME = 'CANCELLED Snapshot',
ENTITY_TYPE = 'SNAPSHOT',
ACTIVE_FS_ID = V_FINANCIAL_SUMMARY_ID
WHERE FINANCIAL_SUMMARY_ID = V_PROP_FS_ID;


COMMIT;

RETURN 'SUCCESS';

END SS_FS_SWAP;

 

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

 

 

Cheers..
Utkarsh Mishra

-- Remember to give Kudos to answers! (click the KUDOS star)