AristoTelos Academy

Initial Balance Migration During Mid-Period Go-Live

Initial Balance Migration During Mid-Period Go-Live

Use Case

When an organization starts using the system in the middle of a balance period, existing balances must be imported.

Business Purpose

  • Ensures continuity during system migration
  • Prevents loss of historical balances

System Behavior

  • Initial balances are loaded using a dedicated initial balance property
  • Imported balances become part of cumulative calculations
  • Applicable only to fixed balance periods
Initial Balance Migration During Mid-Period Go-Live | AristoTelos Academy