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?
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.
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;