Add Reminder for Flip Sign Flag on Account Mapping During Load

2 replies
18 views

Our income, liability, equity accounts need to have the flip sign flag checked but our users always forget. Is there a way to add a pop up when they first get to this screen (after they save it is too late).

Transformation

R

Ruben_Moya

Newcomer

Hello!

The best way to deal with this is creating a Transformation Event Handler Business Rule that checks your source data against your transformation rules before the transformation takes place.

Hope this helps!

M

MarcusH

Expert

We use a TransformationEventHandler (as Ruben_Moya suggest). We update the maps before the transformation process starts to make sure all the relevant accounts have FlipSign enabled.

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