PRC: PO: Edit Purchase Order: Charge Account Is Not Rebuilt Automatically After A Change In A Project Field Other Than Project ID (Doc ID 2758673.1)

Last updated on JUNE 08, 2023

Applies to:

Symptoms

ACTUAL BEHAVIOR
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Edit Purchase Order UI
Charge Account is not refreshed/recalculated after a change in Project related field alone (Expenditure Type) and pressing Save.
If you change Expenditure Type + Requester + Save, the charge account combination gets recalculated.
 

EXPECTED BEHAVIOR
-----------------------
The customer needs the charge account to be refreshed/recalculated after a change in any of the Project fields.

STEPS
-----------------------
1. Set up Transaction Account Builder (TAB)/Segment rules with conditions based on project fields, for example, Expenditure Type
2. Create a requisition
3. Process the requisition
4. Create the purchase order
5. Review Charge Account
> Charge Account retrieved successfully per TAB Setup
6. Make a change in a Project field, for example, Expenditure Type and press Save
> the charge account segment based on Expenditure Type is not refreshed/recalculated based on Segment rule
7. Make a change in Expenditure Type + Requester and press Save
> the charge account segment based on Expenditure Type is refreshed/recalculated.
Other workarounds
Blank out all project fields, select new project fields + save
or
Go to Line > Edit > Rebuild Account
to recalculate the accounts.

 

Changes

Cause

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