Forum Discussion

Tashkin's avatar
Tashkin
New Contributor
6 months ago

Level of data imported from ERP to OS

What level of data do most of the companies import from their ERPs to OS, e.g. balances or transactions?  

  • T_Kress's avatar
    T_Kress
    Valued Contributor

    To support a consolidation process it would typically be balances (e.g. trial balance level of detail).  If transactions are brought it, it typically would be as a secondary load perhaps using BI Blend or to support account rec sub-ledger feeds.  If transactions are loaded to OneStream, typically they should be to Stage only (e.g. BI Blend) and not loaded to the cube as that can have performance implications.  But with drill back to ERP being a viable option in OS, there may not be a good reason to bring in transactions to OS at all.