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OSAdmin
Community Manager
Community Manager

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

 

Version history
Last update:
‎09-20-2021 10:27 AM
Updated by: