Load YTD and MTD in the Same Workflow Profile

[RonnieKarpinsk]

Hello,

I am wondering if you can provide any issues or conflicts that may arise by changing the "Input View For Adjustments" from "Periodic" to "YTD" on a Scenario? How does this impact historical data? What happens to Periodic journals booked in a previous month, do they automatically convert to YTD, or do they stay Periodic? I'm looking for any best practices on making this change. Thanks!

Regards,

Ronnie Karpinski

[ckattookaran · Accepted solution]

That change will only come to effect once you "nuke" that scenario, at that point you are going to reload all data.

[ckattookaran · Accepted solution]

That change will only come to effect once you "nuke" that scenario, at that point you are going to reload all data.

[RonnieKarpinsk]

Thank you for responding! This is what I figured would have to happen. 

[ckattookaran · Accepted solution]

Another thing you can try is to create a hybrid scenario with the periodic settings. Then you can make the old one as the source, copy the data and see how it looks.