PS: How to Check for Circular References

The Hook: Use this workflow to identify and resolve circular references in customized accounts—errors that occur when a forecast driver relies on a total that includes the line currently being forecasted.

Prerequisites: 

• Requires access to the Admin menu at the Corporate level. 
• Understanding of how drivers and totals function within the forecast.

The Steps:

1. Navigate to the Admin menu at the corporate level.
2. Select Check Circular Reference.
3. Click the Run Circular Reference Check button.
4. Click Confirm to proceed with the scan.
5. Review the results to identify properties with configuration errors. Key details include:
   • Site Name: The property containing the error.
   • Label: The department where the General Ledger (GL) account is located.
   • Item Name: The specific GL Account affected.
   • Driver Name: The driver causing the loop.
6. Click the Blue Hyperlink on an item to drill down into the specific department.
7. Locate the GL Account(s) outlined with an orange line; this highlights the specific reference causing the conflict.
8. Resolve the error by assigning a different driver or creating a custom driver that does not include the specific line you are calculating.

The Result Validation: 

• Success: The list is empty, indicating that no sites have bad settings or circular references in their customized accounts.

Troubleshooting: 

• Note: A circular reference is created when you use a total to drive a line for your forecast, but the line you are setting up with the unit is part of the total you are using as the driver.