Posted @ 11/30/2012 07:39 AM
Description:
I tried to change the ID or delete a Charge Code and the application generated the following message. How can I find out where the Charge Code is used?
TMA-0200: Charge code ID cannot be changed because it is referenced by one or more records
Steps to Reproduce:
1. Login to Clarity as an administrator user
2. Administration > Project Management: Charge Codes
3. Click on the name of the existing Charge Code
4. Change the Charge Code Name and ID values
5. Click ‘Save’ or ‘Submit’ button
Actual Result: Alert message appears “TMA-0200: Charge code ID cannot be changed because it is referenced by one or more records”
TMA-0205: One or more charge codes are being used in financials and cannot be deleted.
Steps to Reproduce:
1. Login to Clarity as an administrator user
2. Administration > Project Management: Charge Codes
3. Select/Checkmark existing Charge Code
4. Click ‘Delete’ button
5. Alert Message “Do you want to delete the following charge codes? Any references from projects and tasks to this charge code will be removed.” > click ‘Yes’ button
Expected Result: For the Charge Code to be deleted
Actual Result: The Charge Code cannot be deleted due to message “TMA-0205: One or more charge codes are being used in financials and cannot be deleted.”
TMA-0207:One or more charge codes are being used in financials and cannot be closed for time entry.
Steps to Reproduce:
1. Login to Clarity as an administrator user
2. Administration > Project Management: Charge Codes
3. Click on the name of the existing Charge Code
4. Uncheck the option ‘Open for Time Entry’ on the existing Charge Code
5. Click ‘Save’ or ‘Submit’ button
Actual Result: Alert message appears “TMA-0207:One or more charge codes are being used in financials and cannot be closed for time entry.”
Solution:
The application is preventing the deletion or modification of the Charge Code because it is being used in a Cost Plan or a Budget Plan or being used for setting Financial Plan Defaults.
Check the following places where this Charge Code may be used. If the application allows for editing, remove the Charge Code and replace it with a different one.
The application does not allow for editing in a Budget Plan that has been approved.
• Administration > Finance: Setup > Entities > Select an Entity > Plan Defaults > Plan By Details > Locate rows with this Charge Code
• Administration > Finance: Manage Matrix > Select a Matrix that uses Charge Code in the column configuration > Edit Matrix Rows > Locate rows with this Charge Code
• Home > Projects > Financial Plans > Cost Plans
• Home > Projects > Financial Plans > Budget Plans
• Home > Projects > Schedule > Charge Code field
• Home > Projects > Tasks > Task Properties > Charge Code field
• Home > Transaction Entry > Voucher Entries > look for new transactions that have not been posted yet
• Home > Approve WIP Adjustment > look for existing financial transactions using this Charge Code and approve or reject the adjustment
The application could also prevent the modification or deletion of the Charge Code if there are actual financial transactions in progress that have not been posted into WIP yet. Check the following places where this Charge Code may be used.
• Administration > Project Management: Invalid Transactions
Process the transactions that appear in this listing by executing the ‘Post Transactions to Financials’ job
• Home > Financial Management: Post to WIP
Post to WIP Post all the waiting transactions into WIP by filtering for ALL transactions
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