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Clarity Tuesday Tip - Which Financial Plans Use This Transaction Class?

By Legacy User posted Sep 16, 2014 09:11 PM

  

If you try to delete a transaction class (or Resource Class, etc) and get an error saying you cannot, chances are that it's being used on resource profile, WIP transactions, or financial plans.

 

With the enhancement done in financial planning in v13 the schema for financial plans has changed, adding a new table 'odf_multi_valued_lookups'. Today let's use a query to find out which financial plans are currently grouped by transaction classes and a specific transaction class is used in the plan detail

 

select  inv.code PROJ_CODE, pln.code PLAN_CODE

from    odf_multi_valued_lookups odf, fin_cost_plan_details dtl, fin_plans pln, inv_investments inv, transclass tc

where   odf.object = 'costplan'

and     odf.pk_id = pln.id 

and     pln.id = dtl.plan_id

and     pln.object_id = inv.id

and     odf.value = 'transaction_class_id'

and     dtl.transaction_class_id = tc.id

and     tc.transclass = 'LaborTra' -- replace with your transaction class name

group by inv.code, pln.code

 

As the Technical Refernece guide illustrates here, you can modify this query to find another attribute by changing out the transclass table, the odf_multi_valued_lookups.value value and the column name from fin_cost_plan_details.

 

Please, feel free to share your queries here for department, role, etc; or share your queries that finds which resources/WIP transactions use a specific transaction class!

 

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