How to Configure Data Calculations

This configuration setting instructs the system to take default values for missing data for periods where no entries are posted.

1. Navigate to Maintenance > Admin >Configuration Tasks.

2. Select the DLR Data Calculations configuration.

3. Select to apply the calculation exceptions to all scenarios or selected scenarios.

4. If All Scenarios is selected, select MTD or YTD for Flow Accounts and Balance Accounts. This setting is used to calculate and post values by Data Load Rules for periods where no data is posted.

5. If Select Scenarios is selected, click Add to select scenarios you want to apply data calculations to. Then, select MTD or YTD for Flow and Balance Accounts.