You've just met the "Retain Next Period Data Using Default View" setting on your Scenario. As per documentation:
The scenario's Default View is either Periodic or YTD. Set to True if a Flow account has a data value in a future period (for example, Feb) and the data is being changed in a prior period (for example, Jan). Either the Periodic or the YTD amount for Feb must be changed to be consistent with the new Jan entry. If this setting is False, the Feb Periodic amount is retained if a Jan Periodic number is entered, or the Feb YTD amount is retained if a Jan YTD number is entered.
You will need to switch that option in your Scenario, or write rules that somehow deal with it.
Jack, thanks for the reply. That is what we were thinking, but wanted to see if there was a way to override this in the account settings for particular accounts. It sounds like that is not the case. We've got a few creative ideas on how to get around it (such as having the form be pointed at a scenario with a Periodic Default View and then getting that data into the Actual scenario by using Hybrid Source Data settings or a calculated account). We'll try out some of those. Thanks again!
Hi,
Did you win with this query? My team and I are having a similar issue.
Hi,
We never ended up getting something that worked for us here. However, you might be able to create a scenario with Periodic settings and then use formulas on individual members to refer to that scenario's input data. If you only need this for a few accounts, a new scenario might not be worth it, but that was one of the first ideas that came to mind.
