Base Input
This is where most of the data updates take place and are broken out by the input channels whereby the Origin Dimension Members are filled out: Import (O#Import), Forms (O#Forms) and Journals (O#AdjInput).
Import
Import is typically used to load a GL data file or a OneStream configured Excel Template. The Import Origin can be configured by one of the following:
(Import, Validate, Load), (Import, Validate, Load, Certify), (Import, Validate, Process, & Certify), (Import, Validate, Process, Confirm, Certify) (Central Import), (Workspace), (Workspace, Certify), (Import Stage Only), (Import, Verify Stage Only), (Import, Verify, Certify Stage Only)
Form
Form is used to load data either through a Form template or a pre-configured Excel XFSetCell file. The Form Origin can be configured by one of the following:
(Form Input), (Form Input, Certify), (Form Input, Process, Certify), (Form Input, Process, Confirm, Certify), (Pre-Process, Form Input), (Pre-Process, Form Input, Certify), (Pre-Process, Form Input, Process, Certify), (Pre-Process, Form Input, Process, Confirm, Certify), (Central Form Input), (Workspace), (Workspace, Certify)
Journal
Journal is used to load journal adjustment data through a journal template. The Journal Origin can be configured by one of the following:
(Journal Input), (Journal Input, Certify), (Journal Input, Process, & Certify), (Journal Input, Process, Confirm, Certify), (Central Journal Input), (Workspace), (Workspace, Certify)
Parent Adjustment
If a top side adjustment is needed, do so with a Parent Input Workflow Profile either through a journal or form. Both will update the AdjInput Member in the Origin Dimension.
Review
These Workflow Profiles do not take input, but are meant for reviewing, confirming and certifying results from the lower input Workflow Profiles. Since the Review Workflow Profiles cannot load data, the only tasks available for a Review Workflow Profile are (Process, Certify), (Process, Confirm, Certify)
See Workflow Tasks in Using OnePlace Workflow of the Reference Guide for more details on each of these task types.
