If your organization creates Investment Programs and needs to copy this data using Gold Client, you may want to check your existing configuration against our standard as we have enhanced this data type from time to time. If you wish to align this data type in your config with our current standard, follow the steps below.
Step 1: In your primary Source client (typically Production), go to ZGOLD > Configuration > Framework > Data Echo
Step 2: Open data type CA - INVESTMENT PROGRAMS and select the 'Tables' maintenance view
Step 3: Add any of the table relations from the screen capture below that are missing in your system, and be sure to add the common fields for each. Additionally, consider removing any tables that are not in this screen capture.
If you are concerned about removing tables to align with our config, freely submit a support ticket so that we can discuss specifics with you.
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Step 4: Open data type CA - INVESTMENT PROGRAMS and select the 'Tables' maintenance view (create this data type if it does not yet exist using the details below)
Data Type: CA - INVESTMENT PROGRAMS
Datatype Kind: T (transactional)
File ID: CAIMPR
Data Snap Rec Limit: 1000
Step 5: Add any of the table relations from the screen capture below that are missing in your system, and be sure to add the common fields for each. Additionally, consider removing any tables that are not in this screen capture.
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Step 6: Open data type CA - INVESTMENT PROGRAMS and select the 'Linkages' maintenance view
Step 7: Add a data type link from CA - INVESTMENT PROGRAMS to CA - INVESTMENT PROG POSITIONS using the details in this screen capture
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Step 8: Optionally, add a data type link from CA - INVESTMENT PROG POSITIONS to CA - CHANGE DOCUMENTS using the details in the screen capture below
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Step 9: Optionally, add a data type link from CA - INVESTMENT PROG POSITIONS to FI - BUDGETING HIERARCHY using the details in the screen capture below
Note that an asterisk (*) exists in the Prv Field column which means that concatenation is being used. Double-click this row to open the last sub-screen and to input the necessary values.
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Step 1: In your primary Source client (typically Production), go to ZGOLD > Configuration > Framework > Data Echo
Step 2: Open data type CA - INVESTMENT PROGRAMS and select the 'Tables' maintenance view
Step 3: Add any of the table relations from the screen capture below that are missing in your system, and be sure to add the common fields for each. Additionally, consider removing any tables that are not in this screen capture.
If you are concerned about removing tables to align with our config, freely submit a support ticket so that we can discuss specifics with you.
Step 4: Open data type CA - INVESTMENT PROGRAMS and select the 'Tables' maintenance view (create this data type if it does not yet exist using the details below)
Data Type: CA - INVESTMENT PROGRAMS
Datatype Kind: T (transactional)
File ID: CAIMPR
Data Snap Rec Limit: 1000
Step 5: Add any of the table relations from the screen capture below that are missing in your system, and be sure to add the common fields for each. Additionally, consider removing any tables that are not in this screen capture.
Step 6: Open data type CA - INVESTMENT PROGRAMS and select the 'Linkages' maintenance view
Step 7: Add a data type link from CA - INVESTMENT PROGRAMS to CA - INVESTMENT PROG POSITIONS using the details in this screen capture
Step 8: Optionally, add a data type link from CA - INVESTMENT PROG POSITIONS to CA - CHANGE DOCUMENTS using the details in the screen capture below
Step 9: Optionally, add a data type link from CA - INVESTMENT PROG POSITIONS to FI - BUDGETING HIERARCHY using the details in the screen capture below
Note that an asterisk (*) exists in the Prv Field column which means that concatenation is being used. Double-click this row to open the last sub-screen and to input the necessary values.
