Clarity

Hello ca community, I have some questions on Requisitions.

We use formal Requisitions. We also use mixed bookings.

Allow Mixed Booking in settings to "checked"

Has anyone had any luck creating a process that:

1. Auto Opens a requisition (system action)

2. Updates the Request Status to Booked (gel)

3. Updates the Booking Status to Hard (gel)

I have created a process however, the Booking Status changes back to Soft booking after running a xog to change booking status to Hard. 

<Resource bookingStatus="15" resourceID="${row.requirementId}">

I have tried using GEL script and xogging the data and i have also tried using an update statement. The xog does change the status to mixed (10) but doesn't change to hard (15). 

<Resource bookingStatus="10" resourceID="${row.requirementId}">

So i tried to change to mixed and then another script to change to hard using an update statement. it just changes back to soft. 

UPDATE prteam
SET prbooking = 15
WHERE prbooking = 10
AND prprojectid = ${projectId}
AND prresourceid = ${resourceId}

Question - what impact will we have in the system, if we uncheck the mixed booking in settings? Is it as easy as just unchecking? Are we needing to update the current Booking Status on all teams on all projects? ie. if mixed change to soft or hard? I know there will only be allocations and no soft/hard allocations. If we don't formally check as RM's the allocation dates, segments and % allocations that the PM enters, why even have as formal requisitions process at all?

Thank you for any insights. Much appreciated!

Keri

I think the issue with the process is that to update the Booking Status is based on a comparison of the Planned (Soft) and Hard Allocations.

What you need to do to "update the Booking Status" is to copy the Planned (Soft) Allocation to the Hard Allocation if you want the planned to be the hard allocation, or copy the Hard Allocation to the Planned (Soft) Allocation if you want the hard allocation to be the planned.

Janet, that is a great suggestion, think i will give that a try!

Edit: Janet, do you have suggestions as to how to accomplish the copy? 

Did you ever get this resolved?  I am interested because I need to do a mass conversion from soft to hard system wide.  Thanks.

Hi Keri,

I would like you know if you got this resolved as well.  I need to create a Gel script to change the booking status from soft to hard on projects as well.

Garrett

Keith and Garrett, wonder if you can just xog in the update? I actually stopped my development of this as we decided to go another route. So happy we got rid of Requisitions!! 

                         <gel:parse var="projectXML">
                              <NikuDataBus xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../xsd/nikuxog_project.xsd">
                                   <Header action="write" externalSource="NIKU" objectType="project" version="14.4.0.234"/>
                                   <Projects>
                                        <Project projectID="${row.projectId}" name="${row.projectName}">
                                             <Resources>
                                                  <Resource availFrom="${reqstart}" availTo="${reqfinish}" bookingStatus="15" resourceID="${reqresourceId}" openForTimeEntry="true">
                                                       <AllocCurve/>
                                                       <HardAllocCurve/>                                        
                                                       <CustomInformation>
                                                            <ColumnValue name="partition_code">NIKU.ROOT</ColumnValue>
                                                       </CustomInformation>
                                                       <SkillAssocs/>
                                                  </Resource>
                                             </Resources>
                                             <Allocations/>
                                             <scenarioDependencies/>
                                             <InvestmentAssociations>
                                                  <Allocations/>
                                                  <Hierarchies/>
                                             </InvestmentAssociations>
                                             <General addedBy="keri.x.taylor.-nd" addedDate="2017-02-02"/>
                                             <OBSAssocs complete="false">
                                             </OBSAssocs>
                                        </Project>
                                   </Projects>
                              </NikuDataBus>
                         </gel:parse