WORKFLOW
How can I visualize the Intercompany Matching via Workflow. I tried looking in the app but nothing appears. Or how to do the process for an Intercompany Elimination.
Forum Discussion
Hi, in case this is not clear, this is the default way of analyzing the intercompany matching in the workflow (or in OneStream). Using screenshots from Golfstream.
On a workflow step, you need to use a Process step, set Matching Enabled to True and define your Matching Parameters.
When opening the Matching Parameters, this is how they can look like. Please note that you can Add, Remove, Copy and Paste more definitions in the above toolbar. You can then switch between the different definitions using the left and right arrows.
As the reports Larry mentioned typically feed of these settings, it is important to have them all in place!
In the workflow you then have to select the respective step (here "Frankfurt") and then select the IC Matching report under the Process step.