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When using the balance check feature in RCM, if the account is not auto reconciled the user can change the balance in the reconciliation. Is there any way to prevent this from happening?

Answer There are custom rules that can be applied to prevent this from happening. Please submit a ticket with RCS for help with this issue. Source: Office Hours 2020-04-23 Partner Enablement

Question: Is there a way to have multiple instances/installations of a single MarketPlace solution?

Answer Yes…you can use the “Solution Copy” feature within the “MarketPlace Solution Tools” solution, which is available for download on the MarketPlace: Source: Office Hours 2020-03-12 Partner Enablement

With respect to e-mail notifications in Task Manager, are the pre-set choices the only ones available? Or would beyond this list be considered customized? Would like to have an e-mail that informs the user that an item is past due.

Answer Following is a business rule and an example output of our ability to send an email to all late tasks owners for a given time period. The customer wanted to have an automated process that sends a summary email to all late tasks owners that desc...

Question: When importing data into cube from a Specialty Planning solution…The user had to use the Replace (all time) option in order to see the impact of items removed from a register.

Question Answer •The Replace (All Time) option was newly introduced in v5 that was likely affecting the testing as a result of the upgrade. •When utilizing a workflow that imports data to multiple time periods (such as using a forecast scenario using...

Question: Regarding Account Reconciliations: Is it possible to only have approvers on certain periods like the quarters versus every month?

Question (cont) Is it possible to load multiple S schedules? For I items, is it possible to pull the I-docs in any way? Documentation notes that pulling items does not pull the documentation. Is there a way to pull the documents attached? Answer Curr...

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Knowledge Base Articles

When using the balance check feature in RCM, if the account is not auto reconciled the user can change the balance in the reconciliation. Is there any way to prevent this from happening?

Question: Is there a way to have multiple instances/installations of a single MarketPlace solution?

With respect to e-mail notifications in Task Manager, are the pre-set choices the only ones available? Or would beyond this list be considered customized? Would like to have an e-mail that informs the user that an item is past due.

Question: When importing data into cube from a Specialty Planning solution…The user had to use the Replace (all time) option in order to see the impact of items removed from a register.

Question: Regarding Account Reconciliations: Is it possible to only have approvers on certain periods like the quarters versus every month?