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Smartview reports include disabled CCID data or not?

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edited Dec 5, 2019 5:38PM in Financials – General 3 comments

Summary

Our Smartview reports were out of balance after removing the check mark on "Enabled" in "Manage Account Combinations" for some CCIDs back in 2016.

Content

In 2016, after we unchecked the "Enabled" box in "Manage Account Combinations" for several code combinations, our Smartview reports were out-of-balances.  To correct the Smartview reporting issues, we did the following:

  • Re-checked the "Enabled" box
  • Put an End Date on "To Date" on those code combinations
  • Checked "Preserved Attributes"

Due to this finding, we either run "Inherit Segment Value Attributes" or manually enter End Date in "To Date"and check "Preserve Attributes" in "Manage Account Combinations" to disable the CCIDs.

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