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Removing Actuals once posted in Clarity

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  • 1.  Removing Actuals once posted in Clarity

    Posted 07-18-2019 06:46 AM
    Hi,

    Our Organization is in the process of posting actuals to Clarity from an external system. We xog the actuals as transactions.
    The magnitude of the transactions is expected to be in terms of hundreds of thousand. Once, we load and post the transactions is there a way to revert back except for a DB backup?

    2 weeks into deployment, if in case we find issues, is there a way out?

    Thank You.

    Regards,

    Velayutham Palaniappan


  • 2.  RE: Removing Actuals once posted in Clarity

    Posted 07-18-2019 08:36 AM
    If you are looking for a simple switch to reverse everything there is none. What comes close is reversing transactions.
    If you see them as Transactions in the GUI you can reverse the charges. Test that to see what happens with the efforts in the areas where you see it.

    Note that without any filtersand timeperiods you do not get any transactions displayed.
    If you are not XOGing in timeentries but transactions you could test XOGing in negative amounts equal to what you previously XOGed in.



  • 3.  RE: Removing Actuals once posted in Clarity

    Posted 07-18-2019 12:33 PM
    Once Transactions are posted, they are under audit control, so as Martti suggested, the best you can do is post a negative transaction to negate the impact of the original transaction.

    However, be aware that even if you negate the transaction, it doesn't actually remove it. (Neither does a 'Reverse' executed from the UI).
    e.g. If you posted a transaction to a project due to start next month for today by mistake and zero'd out the effect via the next data load, the project date is still pegged to today and can't be moved out to start next month (because a transaction exists for today).

    There is a last resort database level solution to this, (when a database restore is just out of the question) but that beyond the scope of this discussion. PLEASE don't attempt it on your own. Get Support AND somebody who's done this before involved or you could end up with a real mess on your hands.

    Test your transactional integrations very well and watch them like a hawk for a few weeks so you catch problems as soon as they happen.

    Aditya


  • 4.  RE: Removing Actuals once posted in Clarity

    Posted 07-19-2019 01:34 AM
    ​Hi,

    You can think of WIP ADJUSTMENTS, I believe it reverses the transactions. But if you dealing with the thousands of transactions then you need to find an automated way to reverse the transactions because as far as I know WIP Adjustment is manual process.

    Regards
    Gaurav


  • 5.  RE: Removing Actuals once posted in Clarity
    Best Answer

    Posted 07-20-2019 12:45 PM
    If you are talking about more than tens or records or transactions anything you do in the GUI will be a pain.
    So you better find any issiues with a small number of transactions.

    If you want the actuals to appear as assignment, task and project actuals and EAC you need to Post to WIP and to run Import Financial Actuals Job and Investment Allocation Job. After Post to WIP your transactions will not be in transactions any more (PPA_TRANSCONTROL). You would need to reverse the transactions. You need to mark the transactions for reversing and that happens in screens of 20 records. So much for that.
    On the other hand you should be able to quickly modify your XOG input to change the amounts to negative.
    Then you could XOG in the the negative transactions and Post to WIP and run the jobs which should required that much manual action. That would set the actuals to what they were (zero ?) before doing the first import.

    As Aditya and Gaurav point out the (hundreds of thousands of) records in WIP (PPA_WIP and PPA_WIP_VALUES) remain.
    More over their amount will double if you process the same records with negative amounts.

    Say after reversing the transactions that you want to have another go. Yes you guessed it. Double the number of records again. And so on. Then you gonna have the "How to remove obsolete records from WIP" challenge.

    At that point the db restore must start looking as an attractive option. Yes, but only if you have practiced it and can rely it to go without hiccups and quickly. Can you?


  • 6.  RE: Removing Actuals once posted in Clarity

    Posted 07-22-2019 09:51 AM
    Seems xogging the -ve hours is the only way.

    Probably we need to run the Purge Financial Tables job by project to get the data removed from PPA_WIP tables.
    That is a tedious task too.

    I will also look more on this to check if there is an automated way.