In my last article we explored how to create a data pipeline in Account Reconciliation to set the period status. That was a pretty simple one. I hope you are feeling awesome about creating that one.
Let’s now explore how to create a pipeline that will create reconciliations in Account Reconciliation.
Reconciliation Creation Process Overview
Before we configure the pipeline to create the reconciliations, let’s review the general process to create a reconciliation from the profile.
Navigate to Application > Profiles
Actions > Create Reconciliations
Select the Period
Click on the Apply button
Select whether you want to create the reconciliation for the selected profile or all the profiles based on the filters currently applied
Click on the Apply Button
The key take away from this overview is that we create the…