Mass customer Project Approval

Hi ​@ashokvanka 

it would be helpful if you would provide some more information for these questions, e.g. screenshots.

I’ll try to answer your questions:

Mass approve of projects: Yes, this is possible

Create a migration job or that purpose (in this example are no filters/where-clauses and these needs to be taken in consideration):

Pre Accounting for service lines: yes, this is possible.

I assume you’re talking about that screen?

The information of the service lines is stored in the db view PSC_CONTR_PRODUCT. 

PSC_CONTR_PRODUCT has the field pre_accounting_id.

The field pre_accounting_id referes to the db view pre_accounting where the primary key is pre_accounting_id.

In the db view pre_accounting you have the necessary fields you would like to update.

This can also be done with a migration job.

Code string completion:

Do you want do migrate the data into the code string completion?

If so then you can also use the migration tool and migrate data into the DB view ACCOUNTING_CODESTR_COMPL

If for the 2nd and 3rd question it is not clear how to map the fields then I always recommend to create some records in the client of IFS Cloud manually and afterwards create a Quick Report to see how the fields are mapped. The necessary DB views can be fetched from the Page Info of IFS Cloud. For your examples you already have the needed DB view names.

/Jens

Dear Jens, 

Firstly, Thanks a million for detailed information. Much apprecaited. 

And, my apoglies for not providing enough infomrmation. Indeed that would have given you more insight of the issue. 

Details. 

I was referring to the functionality mentioned below. We have Project headers created in below page by a project steam. Being a finance person my job is to approve the Customer project. Please find the below screenshots. 

Proj definition page:

The application prompts for selecting project group when I approve a project as mentioned below. 

Once I click on Ok in the above page, a finance project would get created with same project Id automatically. I need to fill in the Pre Posting tab and code string completion at Finance projects as provided below. 

Pre Posting tab at Finance project: 

Hi ​@ashokvanka 

you’re welcome.

Based on the screenshots of my first migration job you can either add a second method to the existing migration job or create a second migration job for that purpose to create the finance project:

When you now look into the tab Source Mapping then you will find some new fields which needs to be mapped (these are the fields which are corresponding to your screen Financial Project → DB view Accounting_Project):

The PrePosting tab can be migrated in that case using the DB view ACCOUNTING_PROJECT_LEDGER where you’ll find all code parts which can be mapped.

Only an excerpt of a migration job:

And the Codestring Completion can be migrated using the DB view ACCOUNTING_CODESTR_COMPL as already mentioned in my first comment.

/Jens