Enhanced Organization by Period in combination with approvals is not working
Summary:
We performed a test on the new EOBP functionality and think it is not working properly when it is combined with approvals.
Our test contains 3 organizations
- Flat hierarchy, with all base entities as primary entities
- Legal hierarchy (shared)
- Managerial hierarchy (shared)
The main goal is that the legal hierarchy is fully locked, both Ownership and via Approvals (data).
When adding a new entity in these hierarchies, for example in June, the entity in the Flat hierarchy is set by default to 100% owned and Active. In the alternate hierarchy the default for the shared entities is 0% owned and inactive. We therefor set the ownership in June to 100% and Subsidiary. We alter the approval unit and include the entity there (+syncing it). Since the entity is inactive in the month January to May, it does not appear in the approvals. If we now want to lock the entity in the approvals in June, we get the message