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Account Reconciliation Auto-Reconciliation for Low Priority Recons

in Account Reconciliation

Hello Community,

We are working with Oracle EPM Account Reconciliation and have a recurring scenario for low-priority reconciliations. Our business requirement is:

  • Auto-reconcile low-priority recons every month of the quarter, except the last month.
    • For example, in Q1: auto-reconcile for JAN and FEB.
    • In MAR (the last month of the quarter), these recons should be open for manual reconciliation.
  • If the user reconciles manually in JAN or FEB, the system should auto-submit the same recon in MAR.

We have implemented the following logic using three custom attributes and it is working as expected:

  1. QUARTER_DYNAMIC:
    Flags if the current month is the last month of the quarter (e.g., MAR, JUN, SEP, DEC).

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