Financial Management Benefit

• Provides the ability to see planned and actual cost of projects
• Budget and forecasts are created and reviewed on a regular basis to be certain investment or services. 
• Budget also provide the information to make business to take critical decision and can identify which business will give more profitable. 
• Rate and Cost matrix will allow to manage market changes.
• Cost of the project is in target, under budget or over budget.

Financial Setup: Lock Plan Structure Attribute

Lock Plan structure is attribute and it's part of  Financial setup.

If you enable this attribute, Group Attributes will become read only. 

Matrix Using Clarity

There is a requirement in Financial Management of Clarity

--  Resources are will work two different countries(USA,Europe)
 and need to update matrix in the back end. In the report the actual should calculate based on the country which resource works. 

I have updated the matrix based on the below Xog query 

   

       





   <?xml version="1.0" encoding="UTF-8"?>
<NikuDataBus xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../xsd/nikuxog_matrix.xsd">
    <Header action="write" externalSource="NIKU" objectType="matrix" version="12.1.1.1208"/>
    <matrices>
        <matrix defaultCurrencyCode="EUR" name="Healthcare Design" type="Cost/Rate">
            <columns>
                <column name="resource"/>
            </columns>
            <matrixRows>

   

                  <   fromDate="2013-01-01" rate="104" resource="HCD0002"

                    standardCost="151" toDate="2013-12-31"/>

   

       

   

For pick the values based on the country/Operational OBS used below function in the backend(oracle) by using PL/SQL

CREATE OR REPLACE FUNCTION CLARITY.z_get_res_rate_fct (

   param_date           VARCHAR2,

   param_resource_id    VARCHAR2,

   param_obs_id         VARCHAR2)

   RETURN NUMBER

AS

   rate     NUMBER;

   matrix   NUMBER;

   matrix1  NUMBER; 

   param_obs_in NUMBER;

BEGIN

-- Actual cost -- if we works for same country project

   SELECT CASE 

             WHEN param_obs_id = 5003878  THEN 5002161 -- Europe

             WHEN param_obs_id = 5003879  THEN 5002360 -- United States

             WHEN param_obs_id = 5003880  THEN 5002161  -- China connect with Europe as per the requirment

             ELSE 0

          END into matrix

     FROM DUAL;

  

select nvl(( SELECT numval3

          FROM (  SELECT pmv.numval3

               FROM ppa_matrix pm, ppa_matrixvalues pmv

              WHERE     pm.matrixkey = pmv.matrixkey

                    AND value1 = param_resource_id

                    and pmv.matrixkey = nvl(matrix,pmv.matrixkey)

                    AND TO_CHAR (pmv.fromdate, 'YYYY') = param_date

           ORDER BY fromDate DESC, numval3 DESC) tes

    WHERE ROWNUM = 1),0) INTO rate from dual;

    

-- Standard cost -- If we works for different country project    

    

    IF RATE=0 THEN

    

    param_obs_in:=0;

        

        IF param_obs_id=5003878 THEN        

          param_obs_in:=5002360;

        ELSIF param_obs_id=5003879 THEN

          param_obs_in:=5002161;

        ELSIF param_obs_id=5003880 THEN

          param_obs_in:=5002360;

        END IF  ;

        

        

        SELECT param_obs_in INTO matrix1 FROM DUAL;

        

             SELECT numval2

             INTO rate

             FROM (SELECT pmv.numval2

                       FROM ppa_matrix pm, ppa_matrixvalues pmv

                      WHERE     pm.matrixkey = pmv.matrixkey

                            AND value1 = param_resource_id

                            and pmv.matrixkey = nvl(matrix1,pmv.matrixkey)

                            AND TO_CHAR (pmv.fromdate, 'YYYY') = param_date

                   ORDER BY fromDate DESC, numval3 DESC) tes WHERE ROWNUM = 1;

    END IF ;

   RETURN rate;

END;

/

Note: When ever do Matrix XOG writing for resources, make sure financial information configured in the resource level. If not configured it wont allow to write matrix for the resource in the back end.