How does location populate in fin_cost_plan_details? We are using in one of the query where we have a join with location table on this location ID from fin_cost_plan_details table. But we would like to know where on screen can we add this location?
This is the location which you can select in the grouping attributes of the cost plan. You will be able to see it in the cost plan details if location is one of the grouping attributes.
""The Department and Location values saved on the posted WIP transactions come from the System Setting for WIP Processing configuration." - I guess it's ppa_wip
This should give some clue:
Document ID: TEC589613 Last Modified Date: 3/18/2016 Show Technical Document Details
Project Financial Cost Plans show Actuals grouped into the Project Department / Location instead of the Resource Department / Location. The configuration of the Entity Defaults for Source Location is set to use Employee / Resource values.
Steps to Reproduce:
Expected Result: The actuals should be posted using the Resource Department B / Location B values Actual Result: The actuals are posted using the Project Department A / Location A values
This issue is due to an incorrect configuration. When 'Actuals' appear on a Cost Plan, it uses the data from the Posted WIP transactions. The Department and Location values saved on the posted WIP transactions come from the System Setting for WIP Processing configuration.
For existing transactions, the data cannot be changed. For new, transactions that have not been created in the financial module, you can change the system setting to have the posting into WIP use the Resource source fields instead of the Project source fields.
Go to the Administration, Financial Management WIP Settings page. By default, all new implementations will have default values set to use 'Project' values.
If you change all 3 fields to use the 'Resource' values for Entity, Location and Department, when new financial transactions are Posted to WIP, the application will use the current setting. Then all new transactions posted into WIP will show up on the Cost Plan, grouped by the Resource Department/Location. NOTE: Changing this setting will not affect existing transactions already posted into WIP.
Reference TEC1883849 : Project Financial Location OBS Unit must be selected for the Cost Plan Population action to fill in Location OBS Unit data when using the Location as a Grouping attribute
Reference TEC438644 : Transactions do not show the correct rate. How do I know which labor rate source location is being used to determine the rates on my transactions?
You can add it by navigating to Administration -> Finance -> Setup -> Locations. Click "New".
Hope this helps.
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