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How to Relate Datasets

Contents

Set up a relationship between a Return dataset, Provision dataset and Current Provision dataset. This set up is required to Post the RTP:

1.Select Administration > Manage Datasets > Datasets.

2.In the Actions column, select the pencil icon to open the page to edit a Return dataset.

3.Select Dataset Relations.

4.The application assigns the RTP Return to the selected dataset by default.

5.Select the RTP Provision dataset to calculate a difference between the Return and Provision dataset.

6.Select the RTP Target dataset to calculate the true-up difference.

Note:

•After you relate the Return, Provision and Current datasets, the Post Ret to Prov option appears in My Datasets > More > Post Ret-to Prov.

•To post the Return-to-Provision calculation, select My Datasets > More > Post Ret-to Prov. If the Post Ret-to Prov option does not appear in the list, be sure you have the Dataset Relations set up.