Best practicies for implementing Action Plan feature in ARM
Hi Reconciliation Experts,
We would like to understand the best practices for implementing "Action Plan" feature in ARM. How it will give value addition to reconciliation workflow.
Please share your thoughts on below queries,
- Even if the rec is closed, preparer can update the action plan until the period is locked
- Audit History will be there for any updates
- We can make is required if adjustment tab or explained balance tab is entered or something like that
- Will it impact auto reconciliation
- Business case Usage
- Can be turned off if required
Regards,
Venkatesh.