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EDM: Deal Management ‘Deal Copy’ Feature is not Creating Deal IDs Based on Business Unit Auto Numbering (Doc ID 2712369.1)

Last updated on MARCH 12, 2021

Applies to:

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


Newly created Deal IDs using Deal Copy feature is assigning a Deal Id based on the Auto Numbering under Share and not the Business Unit under which the original deal was created


1. Update the TableSet Control value.  Update FS_33 to point to ‘US001’
2. Update Auto Numbering. Update/Add Treasury Deal ID Start Seq to ‘US0’
3. Create a new Deal under US001
4. Use ‘Deal Copy’ feature for the deal created in Step 3
  - It will be noticed that the newly created deal ID does not start with ‘US%’.  Rather, the system is creating Deal Id based on the Auto Numbering under ‘Share’


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