How to Unlock the Clarity Role Lookup | Learn with Rego

Document created by navzjoshi00 Champion on Mar 16, 2017Last modified by navzjoshi00 Champion on Mar 17, 2017
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Dear Community Members,

 

Have you ever wanted to change a system restricted lookup in CA PPM (Clarity)? Maybe you thought it would be easier if you could add a field, like Role ID, to a Role Lookup? We'll tackle how to edit your Role lookup today.

 

There's also good news about that pesky UNAUTHORIZED OBS binocular error you've probably grumbled at, if you've made the jump to 14.4. And if that's not enough Clarity problem-solving, check out the great question we got about depreciation.

Learn with Rego | Q&A

1. How to Edit the Role Lookup.

 

2. Work around for the UNAUTHORIZED error in the OBS binocular search. 

 

3. How do depreciation transactions process?

 

Please feel free to comment on any alternative answers you've found. At Rego, we always love your input. 

 

  

1.

How can I unlock the primary Role lookup, to add Role ID? It seems to be system-restricted, and we have lots of roles with the same name, so we need to see ID . . .



Answer

 

1) Change the system-restricted lookup to a user defined lookup, using the statement below:

 

UPDATE CMN_LOOKUP_TYPES SET IS_SYSTEM = 0
WHERE LOOKUP_TYPE = 'PRIMARY_ROLE_HIER_BROWSE'

 

2) Make changes in the lookup

 

3) Change the lookup back to system-restricted

 

UPDATE CMN_LOOKUP_TYPES SET IS_SYSTEM = 2
WHERE LOOKUP_TYPE = 'PRIMARY_ROLE_HIER_BROWSE'

 

 

2.

I'm getting an Unauthorized error when I click on the Dept OBS binoculars to search OBS. We're in 14.4, and it doesn't happen in 13.2. What permission is changed/required to correct this error?


Answer

 

It’s a bug; a work-around is provided here:

 

https://www.ca.com/us/services-support/ca-support/ca-support-online/knowledge-base-articles.tec1021783.html

 

 

3. 

How are Depreciation transactions processed differently than Capital Expense transactions?

Answer
In the Transaction Entry, Expense Type is a field used in processing Invoices when the charge-back functionality is in play. Expense Type indicates how costs are accounted for and whether they are considered for charge-back invoicing when transactions are processed.

 

VALUES 
■ Capital Expense. Charges are considered for invoicing.
■ Depreciation. Charges are not considered for invoicing.  

 

These expense types are used in chargebacks, which is invoicing only, and have no effect on processing which is not related to charge-backs.

 

The Expense Type field is an optional field and is normally left blank when the transaction is not related to charge-backs.

 


 

Thank You------------------------------  
 
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