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ECM: Extra Attribute hyperlink is missing when creating Deal from Instrument Template (Doc ID 2371175.1)

Last updated on SEPTEMBER 28, 2018

Applies to:

PeopleSoft Enterprise FIN Deal Management - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.

Symptoms

If Extra Attribute is added to an Instrument Type, and the Instrument Type is associated to a Instrument Template, when creating a Deal for the Instrument Type and Instrument Template, the Extra Attribute hyperlinks is missing on the Deal > Deal Details page.

STEPS
1. Navigate to Deal Management > Administer Deals > Define Instruments
2. Instrument Type = CORPBOND
3. Click the Extra Attributes hyperlink
4. Add an Extra Attribute: Attribute = TEST, Attribute Type =Small Character, Short Name = Testing
5. Click OK.
6. Save the Instrument Type
7. Navigate to Deal Management > Administer Deals > Define Instrument Templates
8. Add a Template: Instrument Type = CORPBOND, Template = TEST
9. Save the Instrument Template
10. Navigate to Deal Management > Capture Deals > Deals
11. Add a Deal: Deal ID = NEXT, Instrument Type = CORPBOND, Template = TEST
12. Under the Deal Detail section, the Extra Attributes hyperlink is missing from the Deal Detail page

Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References


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