E1: 51: Enhancement Request to add Processing Options to Set Defaults for Summarize by and Sequence by in PSI (P51X0200) (Doc ID 2895059.1)

Last updated on SEPTEMBER 09, 2022

Applies to:

Symptoms

Currently there is no way to set default values for "Summarize by" and "Sequence by" in the "Options" section of the header of Work With Project Status Inquiry (P51X0200).

The customer is using Job Category Codes to summarize in accordance with the US Treasury requirements, using Category Codes.
It would be highly beneficial to be able to default the summarization option to Job Category Code and prepopulate the category code.
When the Summarize by field is set to Job Category Code the field Category Code is also visible (and it also needs to be prepopulated from the Processing Options)

Having the possibility to set a default Sequence by value is a feature that already exists in JSI (P512000) and should also be available in PSI (P51X0200).
This is important for the customer because in their configuration they rarely use the Cost Codes and by default need to sequence by Cost Type.

Changes

Cause

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