Orphan members - validation error required
Hello dear community members, Background: We have had situations with month end workflow load validation errors which were fixed with UD1 mass upload. Few UD1 members ended up in Orphans, as the Parent did not exist yet in OneStream at the members mass upload step. The validation error disappeared and the workflow was complete. However, this created an Out of Balance and it was difficult to retrieve the issue. Questions/potential solutions help required: Would it be possible for the month end Workflow load Validation error to ignore Orphan members and still get an error even when we create members and end up by mistake in Orphans. Is there a way to delete Orphan members with a BR? Is there a way to stop the Metadata builder xml file to create Orphans when a parent is missing from OneStream? Thank you in advance for any idea/suggestion/tip/hint.Solved55Views0likes11CommentsIC-Matching Confirmation Rule
Hi Everyone, We are trying to incorporate the status of the IC-Matching Report into the Confirmation rule. While reviewing discussions on the community board, I found the following object: brapi.DataQuality.Status.GetICMatchingStatusItems. However, I am having trouble getting it to work in a script. Could anyone share how they prevent users from confirming the workflow if the IC transactions do not match? Your insights would be greatly appreciated!SolvedReview All Constraint/Intersection Errors
Hi, Is there a way that I can see all the intersection errors for all lines rather than selecting one line at a time and seeing just that one constraint error? I've checked in Application Reports and can't find anything that helps. Thanks GuySolved36Views0likes2CommentsCertify batch of workflow
Hi, How do you certify multiple entities for a specific month? Do you need to go into each subsidiary’s local workflow to certify, or is there a convenient shortcut for this? We have several companies in our group that we sometimes need to uncertify and then certify again. I have tried going through the main act to process certification for the companies, but it doesn’t seem to work when you check the various subsidiaries’ local workflows.175Views0likes4CommentsAmount and Pct variance confirmation rules for all base accounts
Hi all, I'm putting together confirmation rules for various forms, and have got a few working where the explained items clears a check to zero. These checks are isolated to a few accounts, and are pretty straightforward. I am a bit stuck on creating the rules for the Balance Sheet variance form. The idea is that the users will provide commentary onto all Asset and Liability base accounts where the movement is over 50,000 Euros and over 5%. I started building my rule and ran some tests to see that the logic worked, but I haven't progressed much. See rule below. Sampling it on S_CashatBank account, I know there is a movement of 15,000 Euros in this workflow on one entity, so should pass above 100,000 but fail below 10,000. It fails on both amounts. Also, where there is 1 confirmation rule looking at multiple accounts, how do people get to show on the confirmation page the different accounts that have failed the rule? Let's say there were 5 base members under I wasn't sure how to show this in the Information 1/2 boxes. Hopefully this is clear, and hoping there can be someone out there to help. Thanks!757Views0likes3CommentsValue from CustomCalc not storing after processing cube - DM Roll Forward Form job
Hi all, I have developed a process to rollover a form from one period to the next. Specifically prepayments, where the monthly movement is explained for 4 GL accounts using 20ish flows. The user enters a value in the value cell and the commentary cell. I have created a button to run a CustomCalc DM job to copy the values entered from the prior month form and past it to the current month form. I managed to get it working for both the Values and Annotations, so that it shows the rolled forward amount on the new month form. However, when I step through Input Form > Process > Confirm, it then wipes the value at the Process stage. The rolled forward annotation does remain. I notice that when I roll forward, the value is stored as "Calculation" and in blue font. When I type a value in manually, it is in black font and it remains when processed. The main thing that I am finding weird though, is that I developed this in v7.2 and it worked. However, we have upgraded to v8.2 and now it doesn't seem to work. I have attached my BR and a some screenshots to see if anyone has any ideas. Highlighted where the value has changed (annotation remains) after processing. Thanks in advance!Solved838Views0likes3CommentsRun Confirmation Rules from Outside the Workflow
Hi everyone, I have a question regarding confirmation rules - is it possible to run confirmation rules from outside a workflow via a dashboard button or some other method? Some of our users who would like to see the status of their confirmation rules without having to complete the form and workflow. Currently, they have to mark all forms as complete, complete the workflow, and process the cube to see confirmation rule status. Then, once they see which rules are failing, they have to revert the forms workflow, then revert individual forms - it seems like a lot of extra steps. The forms nodes on our workflows are set up as "Form Input, Process, Confirm, Certify". One possibility we've considered is a dashboard where users can click a button that runs the confirmation rules for their current workflow, then return the status of those rules in a grid view, all without having to complete the forms workflow. I've created a grid view to show confirmation rule status for the currently selected workflow, but this only populates after the workflow has been completed and confirmation rules have been run. If we could run those rules from a dashboard (or via some other method outside the workflow), that would save our users some extra steps. Would this require a custom business rule assigned to a button? Would we need to process the cube as part of this button in addition to running the confirmation rules? Or is there a simpler way to do this? Any advice is much appreciated. Thank you.968Views0likes2Comments- 843Views0likes2Comments