Clarity

  • 1.  Companies vs Vendors & XOG Updates

    Posted Apr 07, 2017 06:00 PM

    Hi All,

    I have what may be a basic question, but has vexed me to this point.

     

    We have "Companies" on the "Home" menu - Financial Management

     

    We also have "Vendors" on the Administration menu - Finance - Setup

     

    There are 2 locations to fill in "Vendor" for resources.  One on the Properties page, One on the Financial Page

     

    These 2 values are completely independent.

     

    1: Why is there 2 fields for what appears to be the same value?

     

    2: What is the XOG to insert/update values for each field?

     

    Thanks,

    Lowell



  • 2.  Re: Companies vs Vendors & XOG Updates

    Posted Apr 08, 2017 10:45 PM

    Hi Lowell,

     

    If it helps, there is some documentation about vendors and company profiles and how you may want to use them. Check it out below:

     

    Set Financial Management Defaults - CA PPM - 15.2 - CA Technologies Documentation 

    Set Financial Management Defaults - CA PPM SaaS - 15.2 - CA Technologies Documentation 

     

    There is also documentation for all supported XOG objects and both Company and Vendor are listed as supported

     

    XOG Object Reference  

    XOG Object Reference (CA PPM -SaaS) 

     

    The links point to the latest 15.2 version of the documentation. Let us know if you are unable to access.

     

    Best Regards,

     

    Sarmistha



  • 3.  Re: Companies vs Vendors & XOG Updates

    Posted Apr 10, 2017 02:41 AM

    A "Company" can be anything from a client to a vendor to a partner. So, a "Vendor" is a subset of all companies that your organization interacts with.

     

    As to two locations in the Resource pages to fill in "Vendor", I do not find that this is how it is in an OOTB setup. May be there are some configurations on your Resource object that is resulting in this?

     

    To update the "Vendor" field in the Financial page:

    <NikuDataBus>
       <Header/>
       <Resources>
          <Resource>
             <FinancialInformation>
                <SupplementalInformation vendorCode = "--yourVendorCode--"/>
             </FinancialInformation>
          </Resource>
       </Resources>
    </NikuDataBus>