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kchampion · 05-13-2022

Hello!We're implementing Transaction Matching and we have a use case to load transactions on a daily basis and run matching each day. Our TXM scenario has 12 periods, but we're finding that once the data in the Import step loads to the data set and t...

kchampion · 05-23-2022

Thank you, that helps greatly! I parsed the file name with the datetime stamp as the source id and now the unique filenames are loading into the same period. Thanks!!

kchampion · 05-16-2022

I figured this out - the Data Splitting WF Profile allows multiple files to be loaded to the same data set in the same period and does not issue errors if transactions have already been matched. It appears that unlimited numbers of files can be loade...

kchampion · 01-17-2022

We also have service accounts set up for scheduled jobs. One way we got around not having success/failure notifications on the Task Scheduler jobs themselves was to add a custom business rule step at the end of our Data Management jobs that sends an ...

kchampion · 01-17-2022

Yes, this is possible through a Data Adapter. We have some People Planning reports that pull register data from XFW_PLP_Register for users based on their security groups - if the current logged in user is in a specific security group (Framework datab...

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