Adjusted Transaction Does Not Obsolete Direct Credits Lines From The Credit Transaction. (Doc ID 1631463.1)

Last updated on SEPTEMBER 13, 2017

Applies to:

Oracle Fusion Incentive Compensation - Version 11.1.7.0.0 and later
Oracle Fusion Incentive Compensation Cloud Service - Version 11.1.7.0.0 and later
Information in this document applies to any platform.

Symptoms

Credit are still eligible after a transaction had been obsoleted.


EXPECTED BEHAVIOR
Credit should not be eligible after a transaction has been obsoleted.

 

REPRODUCIBLE STEPS
1. Create credit transaction
   Navigator > Credits and Earnings > Create Credit  "IS-KimCredit1"
   Note:  Preserve Credit is checked when create the credit via the UI.

2. Run Classify Credits
   Note: Base transaction change status to "Credited", Direct Credit Line status = Classification Error

3. Adjust the base transaction
   Navigator > Credits and Earnings > Manage Transactions "IS-KimCredit1"
   ... enter comments "Test for IS 3-8615560291" , SAVE
   ... system generate obsolete the original, create a new transaction

select transaction_id, new_transaction_id,  object_status, adjustment_status, adjustment_comments
from cn_tp_transactions_all where source_trx_number = 'IS-KimCredit1'
TRANSACTION_ID   NEW_TRANSACTION_ID OBJECT_STATUS ADJUSTMENT_STATUS ADJUSTMENT_COMMENTS
300000010114266 300000010114268       OBSOLETED        ADJUSTED                 Manual update
300000010114268                                  NEW                  ADJUSTED                  Test for credit adjustment.

4. Add credit line to new transaction
  Navigator > Credits and Earnings > Manage Transactions "IS-KimCredit1"
  ... note: use a different credited_participant to see affect

select credit_id, transaction_id, created_during, credited_participant_id, object_status
from cn_tp_credits_all where source_trx_number = 'IS-KimCredit1'
CREDIT_ID            TRANSACTION_ID   CREATED_DURING CREDITED_PARTICIPANT_ID OBJECT_STATUS
300000010114269 300000010114268 CREDITING           18000                               CREDIT_ROLLUP
300000010114267 300000010114266 CREDITING           17000                               CLASSIFICATION_ERROR

5. Run Revert Transaction (process_id 64913)

select transaction_id, new_transaction_id,  object_status, adjustment_status, adjustment_comments
from cn_tp_transactions_all where source_trx_number = 'IS-KimCredit1'
TRANSACTION_ID   NEW_TRANSACTION_ID OBJECT_STATUS ADJUSTMENT_STATUS ADJUSTMENT_COMMENTS
300000010114268                                  CREDITED          ADJUSTED                 Test for credit adjustment.

select credit_id, transaction_id, created_during, credited_participant_id, object_status
from cn_tp_credits_all where source_trx_number = 'IS-KimCredit1'
CREDIT_ID            TRANSACTION_ID   CREATED_DURING CREDITED_PARTICIPANT_ID OBJECT_STATUS
300000010114269 300000010114268 CREDITING           18000                               CREDIT_ROLLUP
300000010114267 300000010114268 CREDITING           17000                               CLASSIFICATION_ERROR

The Revert Transaction process move the obsoleted transaction (transaction_id 300000010114266) to the history table and updated all the existing credit transactions (credit_id 300000010114267) with the new transaction_id.  System allows user to add additional credit (ie. Step #5).  

Changes

System Parameters:

Enable Classification : Yes
Classify Transactions : After crediting and rollup and before calculation
Enable Direct Crediting : No
Enable Rollup crediting : Yes
Rollup Using : Rollup Hierarchy

 

Cause

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