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Mass Update Resource Financial Settings?

  • 1.  Mass Update Resource Financial Settings?

    Posted 03-21-2019 09:48 AM

    I am trying to do a mass update of financial information for resources. I have completed the default for one of the resource. However, when I do a XOG read of this resource, no financial information is included.

     

    I have also tried to do a XOG write using a modified version of rsm_resources_write in c:\XOG\xml but I get the following error:

     

    tag name "FinancialInformation" is not allowed. Possible tag names are: <PersonalInformation&gt".

     

    Please see attached XOG output files.

     

    I would be grateful for any assistance.

     

    Am I missing something? Is there perhaps an easier way to set financial defaults for all resources?

    Attachment(s)

    zip
    sbv_out.xml.zip   936B 1 version
    zip
    sbv_result.xml.zip   498B 1 version


  • 2.  Re: Mass Update Resource Financial Settings?

    Posted 03-21-2019 05:53 PM

    What financial information are you trying to update? 



  • 3.  Re: Mass Update Resource Financial Settings?

    Posted 03-22-2019 02:41 AM

    Thanks for responding. I am trying to update the fields on the Financial sub-page for the resource. Please see attached screen shot.



  • 4.  Re: Mass Update Resource Financial Settings?

    Posted 03-21-2019 10:12 PM

    You should be able to update/default Resource financial information through a GEL script. Script has to do a XOG read of all the active resources and then insert the financial information in the resource XOG xml and XOG in the updated resource XOG XML back to Clarity through the script.



  • 5.  Re: Mass Update Resource Financial Settings?

    Posted 03-22-2019 02:43 AM

    Thanks for responding. Unfortunately I do not know GEL script. Using XOG to read/write is about as technical as I get



  • 6.  Re: Mass Update Resource Financial Settings?

    Posted 03-21-2019 11:29 PM

    A suggestion, set up a Resource in a non-PROD environment to have the required financial data, and XOG that out, which can then provide visibility on what you need to include in your XOG to update other resources (again, try first in a non-PROD environment).



  • 7.  Re: Mass Update Resource Financial Settings?

    Posted 03-22-2019 02:44 AM

    Thanks for responding. When I run a XOG read of the resources, the financial info is not included.