Updating Entity Relationship for Percent Ownership

[ccage]

Can any one provide me with a rule snippet for updating Entity Percent Ownership. I have tried a few things using the SaveRelationshipInfo but it is not working.

[JackLacava · Accepted solution]

This should work, but please make sure you understand what it does before dropping it into production code. You might want to surround the SaveRelationshipInfo call with a try/catch to be on the safe side. As for anything posted on these forums, we make no guarantees in terms of support, you're on your own.

' coordinates
Dim myScenarioID As Integer = brapi.Finance.Members.GetMemberId(si, DimType.Scenario.Id, "Actual")
Dim myScenarioType As ScenarioType = BRApi.Finance.Scenario.GetScenarioType(si, myScenarioID)
Dim myTimeID As Integer = BRApi.Finance.Time.GetIdFromName(si, "2020M3")
Dim myEntityID As Integer = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, "Frankfurt")
Dim myParentID As Integer = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, "Europe")

' fetch relationship. 
Dim relationship As Relationship = BRApi.Finance.members.ReadRelationshipNoCache(si, _
		DimType.Entity.Id, myEntityID, myParentID)
' create new properties
' this should leave other properties alone and just merge with existing values, but check; worst case, repro other props before saving
Dim newProperties As New VaryingMemberProperties( DimType.Entity.Id, myEntityID, myParentID )
newProperties.GetEntityRelationshipProperties().PercentOwnership.SetStoredValue( _ 
		myScenarioType.Id, myTimeID, 40.0)
' we only save properties in this case
brapi.Finance.MemberAdmin.SaveRelationshipInfo(si, _
	False, relationship, _
	True, newProperties, _
	Nothing)

[JackLacava · Accepted solution]

This should work, but please make sure you understand what it does before dropping it into production code. You might want to surround the SaveRelationshipInfo call with a try/catch to be on the safe side. As for anything posted on these forums, we make no guarantees in terms of support, you're on your own.

' coordinates
Dim myScenarioID As Integer = brapi.Finance.Members.GetMemberId(si, DimType.Scenario.Id, "Actual")
Dim myScenarioType As ScenarioType = BRApi.Finance.Scenario.GetScenarioType(si, myScenarioID)
Dim myTimeID As Integer = BRApi.Finance.Time.GetIdFromName(si, "2020M3")
Dim myEntityID As Integer = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, "Frankfurt")
Dim myParentID As Integer = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, "Europe")

' fetch relationship. 
Dim relationship As Relationship = BRApi.Finance.members.ReadRelationshipNoCache(si, _
		DimType.Entity.Id, myEntityID, myParentID)
' create new properties
' this should leave other properties alone and just merge with existing values, but check; worst case, repro other props before saving
Dim newProperties As New VaryingMemberProperties( DimType.Entity.Id, myEntityID, myParentID )
newProperties.GetEntityRelationshipProperties().PercentOwnership.SetStoredValue( _ 
		myScenarioType.Id, myTimeID, 40.0)
' we only save properties in this case
brapi.Finance.MemberAdmin.SaveRelationshipInfo(si, _
	False, relationship, _
	True, newProperties, _
	Nothing)

[ccage · Accepted solution]

Thanks Jack! I want to also thank Nick Kroppe who provided me with the following code as well.

'retrieve rel info for parent child relationship
Dim myRelInfo As RelationshipInfo = BRApi.Finance.Members.GetRelationshipInfo(si, _
    dimTypeId.Entity, "Houston Heights", "Houston")

'retrieve entity properties
Dim entityRelationProps As EntityRelationshipVMProperties = myRelInfo.GetEntityRelationshipProperties()

'set the percent ownership property
entityRelationProps.PercentOwnership.SetStoredValue( _
    scenarioTypeId.Unknown, SharedConstants.Unknown, 90)

'retain the current relationship hierarchy position
Dim relationPosOpts As New RelationshipPositionOptions()
relationPosOpts.SiblingId = SharedConstants.Unknown
relationPosOpts.MovementType = RelationshipMovementType.RetainCurrentPosition

'save the relationship info and update the ownership property
BRApi.Finance.MemberAdmin.SaveRelationshipInfo(si, _
    True, myRelInfo.Relationship, _
    True, entityRelationProps.VMProperties, _
    relationPosOpts)