RonnieKarpinsk
4 years agoNew Contributor III
Load YTD and MTD in the Same Workflow Profile
Hello,
I am wondering if you can provide any issues or conflicts that may arise by changing the "Input View For Adjustments" from "Periodic" to "YTD" on a Scenario? How does this impact historical data? What happens to Periodic journals booked in a previous month, do they automatically convert to YTD, or do they stay Periodic? I'm looking for any best practices on making this change. Thanks!
Regards,
Ronnie Karpinski
That change will only come to effect once you "nuke" that scenario, at that point you are going to reload all data.
Another thing you can try is to create a hybrid scenario with the periodic settings. Then you can make the old one as the source, copy the data and see how it looks.