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Sergey's avatar
Sergey
Icon for OneStream Employee rankOneStream Employee
2 years ago

Restatements and Workflow implication

Dear community, It's an open question, hopefully you can forward this topic to other consultant and active people working on OneStream. The question is : how do you think is the best way to work ...
Forms
Workflow
Sergey's avatar
Sergey
Icon for OneStream Employee rankOneStream Employee
2 years ago

Hi Teresa, thank you for your feedback !

That's what I thought, but then I'm confused since the users want to do a restatement for 2022 while being in 2023. Should the restatement occur when we are in the workflow for 2022 (which is obviously closed and locked) or the worklfow for 2023 ?

Since the restatement is for the same accounts and the workflow channel is in UD7, I guess I should have 2 workflow profile : 1 for "input" and another 1 for "adjustment" for the same accounts, but "adjustment" will be for previous year while "input" will be for the current year, am I correct ?

T_Kress's avatar
T_Kress
Icon for OneStream Employee rankOneStream Employee
2 years ago

If you have an import or forms WF that pertains specifically and only to "Restatements" I would envision this would stay unlocked, or could be unlocked in 2022 so they could make 2022 adjustments.  But again, this would be controlled by a data type dimension, tied to a WF channel and then tied to WF profiles that could remain unlocked in 2022 while everything else is locked.