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Execute with a click ODR rule and the Consolidate rule — Cloud Customer Connect
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Execute with a click ODR rule and the Consolidate rule

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edited Mar 9, 2021 10:24AM in Financial Consolidation and Close 2 comments

Summary

Find a solution to run an ODR rule together with a consolidate rule

Content

In my application, to complete a consolidation process, Users need to run an ODR rule to calculate some accounts and then a Consolidate rule to have data consolidated at group level. So, in this case they need to do “two click” in sequence to finish the consolidation process. I cannot put the ODR script into the insertion point rule due to some data dependencies between entities.

I would like to have a solution to launch, with “one click”, first the ODR rule + then the Consolidate rule. This launch must be done by specific users, so users select the period/year/scenario/entity as they can now but for two different rules.

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