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  • 8 November 2023
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What are the best pratices for intercompany process (Eliminate inter-company transactions )

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Best answer by Benoit 30 November 2023, 16:05

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Hi,

Sorry, this question was probably too open to get a quick and straight forward answer.

This is definitely possible in Pigment and depends on what process you’re trying to achieve.

Formula conditions can be implemented at the Transaction or Account level to identify, reallocate or exclude from specific blocks any relevant inter-company transactions.

 

One best practice I can share is trying to avoid as much as possible hardcoded text conditions.

Like: 

If (Transaction.Account = Account.”Name” ,… 

Because names can change and if you have multiple items to filter, your formula can quickly become a nightmare.

Instead, you’d prefer using a new boolean property in your Account dimension and call it it your formula:

If (Transaction.Account.BooleanProperty , …

This way you can identify multiple items at the same time in a more scalable way.

 

My last advice would be to go to your Solution Architect and discuss together your needs.

 

I hope this helps.

Best,

 

 

 

 

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