Issues With The View AV_UNT_PRPS_VW (Doc ID 2109708.1)

Last updated on MARCH 06, 2017

Applies to:

PeopleSoft Enterprise CS Contributor Relations - Version 9 and later
Information in this document applies to any platform.

Symptoms

On : 9 version, Contributor Relations

ACTUAL BEHAVIOR
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Issues with the view AV_UNT_PRPS_VW

When a new unit is setup on the Resources - Units page with a recent effective date and assigned valid roles, the roles are not available on the Assign Prospect Resource - Units page

EXPECTED BEHAVIOR
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Expect to be able to assign the unit to the prospect with the appropriate role.

STEPS
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The issue can be reproduced by the customer with the following steps:

1. On the Contributor Relations Installation page set the Assignment Role Option to Defined. Save this.

2. Setup a new unit on the page Setup SACR - Product Related - Contributor Relations - CR Common Definitions - Resources - Units with an effective date of 7/25/15.

3. Add some valid roles to this unit including SOL and save.

4. Select a different Unit and add a new effective date to this unit more recent than the 7/25/15 date you just created the new unit with. Save this.

5. Go to the page Contributor Relations - Prospect Mgmt - Prospect Resources - Assign Prospect Resources and assign a constituent the new Unit.

6. Search for the roles to set for this unit and they will not be available even though they are defined roles.

BUSINESS IMPACT
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The issue has the following business impact:
Due to this issue, users cannot assign a unit to a constituent.

Cause

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