Tuesday, November 13, 2018

Subsidiary Dropdown Filter on Reports does not Include Inactive Subsidiaries

Steps to Reproduce:
1. Log in to a One World Account using an Administrator Role
2. Set 2 subsidiaries from Setup > Company > Subsidiaries > New
3. Set names of subsidiaries as follows and save them:
   a. Subsidiary 1
   b. Subsidiary 2
4. Navigate to Reports > Financial > Income Statement (use standard income statement form/template)
5. Notice on drop down for subsidiary you can see both subsidiaries created.

6. Create a role (role1) with access to Financial Reports and to the two subsidiaries. (Setup > Users/Roles > Manage Roles). Assign to login said role.
7. Login to the created role and go to Reports > Financial > Income Statement (use standard income statement form/template)
8. Notice on drop down for subsidiary you can see both subsidiaries created.

9. Log back in as Administrator. Go back to Setup > Company > Subsidiaries and edit Subsidiary 2 and make inactive. Click Save.
10. Go to Reports > Financial > Income Statement (use standard income statement form/template)
11. Notice on drop down for subsidiary you can still see both subsidiaries created.

12. Log back in with the custom role and navigate to Reports>Financial>Income Statement.
13. Notice on drop down for subsidiary you can still see both subsidiaries created.

14. Log back in as Administrator. Edit custom role and without making any changes, click Save. (Setup>Users/Roles>Manage Roles)
15. Log back in with the custom role and go to Reports>Financial>Income Statement.

Actual Result:
1. Notice on drop down for subsidiary you can see only subsidiaries that are not Inactive.

Expected Result:
1. Customer should still see both subsidiaries created even if the other is inactive.

Solution/Gotcha

To open the role and to save without modification does not mean that no changes are made. The previously deactivated subsidiary is removed from the roles Subsidiaries list (by design) and is not selected during save and is subsequently removed from the role. The report filters do not show the subsidiary, not because it was deactivated but its removal from the role.

This was logged under Issue 200184: Reports>Financial>Income Statement>Subsidiary dropdown filter does not include inactive subsidiaries. 

 

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