Question: Is it possible to still use Account Reconciliations if data is loaded by default periodic?
Question
Setup instructions indicate that the Account Reconciliation functionality requires data to be loaded on a YTD basis. Is it possible to still use Account Reconciliations if data is loaded by default on a periodic basis?
Answer
- Yes, but a new scenario will be required.
- The staging tables will then need to be converted from a periodic basis to a YTD basis. In this process, you will accumulate the YTD values from the periodic data to then enable the use of the Account Reconciliations functionality.
- A connector rule can be used to accumulate the move this data from the Periodic to YTD scenario stage tables.
Source: Office Hours 2020-10-22 Partner Enablement
Updated 2 years ago
Version 4.0