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mlopez
New Contributor II
2 hours ago

Central Import and Account Reconciliations

I’m starting an Account Reconciliations implementation and the current process loads Actuals for all entities through a central import. They do have individual workflows for each entity where security is assigned at that level and used for planning and reporting.

 For RCM they want to look at their recs at that level too (WF entity) but data is not flowing through. Did the discovery both at the Central and individual levels and only the Central inventory is being populated. I guess it’s because data is not being loaded to stage into those WFs.  Is there a way to work around this or will data need to be loaded at the entity level for it to work?

 

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