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Unable to Add Line Items Even Though Add/Remove Line Items Settings Are Enabled When the Default Record Status Is Using a Terminal Status (Doc ID 2425641.1)

Last updated on SEPTEMBER 12, 2018

Applies to:

Primavera Unifier Cloud Service - Version 18.5 to 18.7 [Release 18.5 to 18.7]
Information in this document applies to any platform.

Symptoms

ACTUAL BEHAVIOR

In a Non-Workflow type Business Process (BP) record a user is unable to add Line Items even though Add/Remove line items settings are enabled when the Default Record Status is using a Terminal status.  If the user selects a Non-Terminal status as Default Record Status, then they are able to add line items without any issues.  NOTE: The issue only occurs in the New User Interface (UI); the process is successful when using the old interface.

EXPECTED BEHAVIOR

The detail forms should allow users to "add line items" in both old and new UIs.

 

The issue can be reproduced at will with the following steps:

  1. In the OLD User Interface, navigate to the applicable workspace.
  2. Create a record and complete the required fields.
  3. Select the affected tab in the Detail Form and click Add.
  4. The Line Item form opens.
  5. Click Close to go back to the BP form.
  6. Select the other  tab.
  7. Click Add.
  8. The Line Item form opens.

Switch to the NEW User Interface

  1. Click Create.
  2. Click the above-mentioned tabs.
  3. The Detail Forms do not allow Line Items to be added, and the following message displays:

INFORMATION ALERT: "Details of the line item is not available. Select a line Item to view the details.

Cause

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In this Document
Symptoms
Cause
Solution
References


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