Creating a Service Manager RFC from a OpenText PPM Task

To create an RFC in Service Manager that is associated with a project task in OpenText PPM:

Log on to OpenText PPM, and do the following:

Make sure the RFC creation capability is enabled for the project. See Enable RFC creation for a OpenText PPM project .
On the Project Overview page, click Edit Work Plan, and then double-click a task to open it.

The Task Details page for that task opens.
On the Operational RFC tab on the Task Details page, select the Create an Operational Request for Change (RFC) upon task save check box.
Example: Known Problem: If you are PPM 9.40 fresh user, when you select this check box and click Save or Done, the check box is unselected after refreshing the page.

Workaround: You can either wait for the patch release on top of PPM 9.40 where this issue is fixed or run the following SQL:
```
CREATE SEQUENCE SM_RFC_S INCREMENT BY 1
MINVALUE 1 MAXVALUE 999999999999999999999999999 START WITH 30000
CACHE 20 NOORDER NOCYCLE;
```
```
commit;
```

Click Save.

After the task is saved, OpenText PPM returns to the task page. If Service Manager returns an RFC Change ID, the information on the Operational RFC tab is automatically updated with the following information from Service Manager, which is read-only in OpenText PPM:

Item	Value
Change Number	Change ID (for example, C10029) of the RFC created in Service Manager, which is displayed as a link. Clicking the link takes you to the Service Manager logon screen.
Change Status	Value from the Status field of the RFC in Service Manager.
Closure Code	Value from the Closure Code field of the RFC in Service Manager.
Closure Comments	Reason entered when the RFC in Service Manager was closed or rejected.
Change Last Update Date	Date (and time) when the RFC was last updated in Service Manager.

In addition, the status line, which is located at the bottom of the task page, indicates the success of the RFC creation.

Note: If Service Manager does not return an RFC Change ID, an error message is displayed on the status line. In most cases, this means the RFC was not created. However, it is possible that the RFC was successfully created but communication problems prevented Service Manager from returning the RFC Change ID to OpenText PPM.

To prevent duplicate RFCs from being created for the same task, when the task is saved, OpenText PPM searches for an RFC Change in Service Manager to which the task should be attached. If an RFC is found, OpenText PPM integrates with it. If OpenText PPM does not find an RFC, it creates one.

Log on to Service Manager, and do the following to verify that the RFC has been successfully created.

Select Menu Navigation > Change Management > Changes > Search Changes.

Click Search.

A list of changes opens, where you can find the change (RFC) created for the OpenText PPM task with the following fields related to the OpenText PPM task:

Field	Value
Change ID	Change ID generated for the task (shown as Change Number in OpenText PPM). For example, `C10029`.
Brief Description	Name of the OpenText PPM task. For example, `Task 6`.
PPM Task ID	Task ID that OpenText PPM assigned to this task. For example, `36002`.