How to Clear Data for Reclassification

To use the Clear Data functionality, users must have appropriate access. This can be configured in the Security window, where a new checkbox labeled Unpost/Clear Data under the Processes tab controls access to this option.

Ensure access is appropriately provided to those managing reclassification journals to perform Clear Data. To learn more about the Security option, click here.

Note:

• Clear Data fails for entries outside the period or within locked periods.

• Clear Data works seamlessly regardless of whether Ivy Mode is enabled or disabled.

How to Clear Reclassifications Data?

To clear the data posted in the Reclassification journals, do the following.

1. Navigate to Consolidation to open the Consolidation Control Panel.

2. Click Reclassifications under Processes. The Reclassifications grid appears.

   

3. Select Reclassification journals and click Clear Data under Entry Actions. The Clear Reclassification dialog appears.

   

4. Complete the following selections:

   1. The Scenario field is read-only and indicates the selected scenario that will be used when posting Reclassification entries.

   2. Select the fiscal Year by using the calendar icon.

   3. Select the Period by selecting a month range from the dropdown.

   4. Select the Email notification checkbox if you want to send a notification about results when the process is complete. Enter the email addresses of the recipients you wish to notify.

      

5. Click Clear Data. The Clear Reclassification Data dialog is closed.

   

A message appears indicating that the Reclassification Clear Data request is submitted. After completion of clearing of data it includes a link to navigate to the Detail View for status.