I'm building a Forecast template which brings in Actuals for the YTD periods, and the future periods are form inputs. The actuals are based on all stat entities, rolling up to a Parent (let's call it M_GROUP). They are all tagged with a UD1 Region code, "MEA" for example. To input Forecast, users post by Region so regional entities have been created, such as M_MEA.
The issue I have is that the Group Total columns do not update to include the base entity data once a user has submitted their input. I can Force Consolidate, and this works, however I would have thought a simple consolidate would also update this? Where it is highlighted green, this has been force consolidated. Red highlight, I just used the consolidation button. My preference is to have it as user friendly for basic bookkeepers to see their totals without having to force a consolidation.
The form looks like below:
Does anyone have a better method to input forecast data using the spreadsheet method? Most users are keen to link to a spreadsheet outside of OS so this is how I thought best to develop it.
Is that total in the same scenario your input is saved?
If yes, the only other thing that I can think of is that rules might be doing something funky.
For this sort of rapid-feedback form, anyway, people tend to use DynamicCalc accounts that effectively "simulate" a consolidation without actually performing it. See this blog post for the typical approach.