Lock Out Sold Entities, Keep Their Impact!
Managing Sold Entities Without Losing Consolidation Results.
Hi Community,
We’re looking to hear how others handle this in OneStream:
When an entity is sold in a specific period (e.g., 2025M5), the requirement is to:
✅ Retain its posted journal values in group consolidation
❌ Prevent any further use of the entity (journals, data loads, forms)
The challenge we've encountered is that setting In Use = False — even after journals are posted and consolidation has been run — can cause OneStream to drop that entity’s data from the group during future reconsolidation. This results in the loss of valid P&L impact from the sold entity.
Our workaround:
Keep In Use = True for the sold period
Use workflow locks and security restrictions to block future changes
Only set In Use = False once everything is finalized and locked
💡 Feature Suggestion:
It would be incredibly useful to have a system property or override flag that allows us to:
Set In Use = False to fully disable the entity in the workflow
Still retains its consolidated values during reconsolidation
How are you managing this today?
Your thoughts!
Thanks,