Time Card approval creates new expense line which creates a new capex cost plan everytime?

[Pranav_Thanedar]

Hello Community,

Can someone please explain what are we doing wrong in the below process?

1. We create resource assignments and approve them

2. We generate cost plans using the generate labour costs button in the financials section of the Project Workspace (This cost plan is Opex because the project task was Opex)

3. The user fills time card for the task for which the resource assignment was created.

4. The time card is processed by time card approver.

5. An expense line is created after time card is processed.

6. Now, the expense line again creates a new cost plan which is of the type Capex.

Why is a new cost plan being generated when there is already one existing? and also why is the cost plan always capex even though when the task for which resource assignment was generated is opex? 

Can someone please explain if we are following a wrong process or is there something wrong with how cost plans are supposed to work? Thanks!

[Vinay3]

Hi @Colin Stengs1 could you please upgrade the project workspace version to the latest 6.0.0 and retry.

[Pranav_Thanedar]

Hi @Vinay3 ,

Upgrading the PW to 6.0.0 seems to have solved the issue. Thank you so much for the valuable inputs.

Regards,

Pranav Thanedar

[Runjay Patel]

Hi @Pranav_Thanedar ,

Capex cost plan will get created if there is no associated cost planed marked for time card. This is oob behavior.

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[Pranav_Thanedar]

Hi @Runjay Patel ,

Thank you for the response, the above mentioned behavior is only working if the existing cost plan created from the Generate labor costs button for resource assignment is of the type Capex. For Opex cost plans, please take a look at below screenshots of what exactly is happening and please suggest.

Below is the resource assignment for task

It generates the below cost plan when using the Generate labor costs button

Below is the timecard entry that the resource has submitted, as you can see there is resource plan associated with the timecard.

Now, when I approve the timecard, following entries are created in the expense line and cost plan tabs.

As you can see, ServiceNow creates additional entry of a capex cost plan which has 0 total planned cost despite there being an entry for that resource assignment with a Opex cost plan.

Can you please suggest? Thank you!

[Runjay Patel]

Hi @Pranav_Thanedar ,

Ohh i see it means one Capex has to be there as cost plan. As per my understanding ServiceNow logic states that we can not complete project without having Capex cost 😀

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If you found my response helpful, please consider selecting "Accept as Solution" and marking it as "Helpful." This not only supports me but also benefits the community.

Regards
Runjay Patel - ServiceNow Solution Architect
YouTube: https://www.youtube.com/@RunjayP
LinkedIn: https://www.linkedin.com/in/runjay

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