Reference: Frequency Combinations for Revaluation Rules in AP&C

Administrator Guide

Consider these guidelines as you configure the

Time Frame

and

Balance or Activity

prompts on the

Frequency

section when defining a revaluation rule in Adaptive Planning and Consolidation (AP&C):

Combinations	Workday Calculates	Comments
Time Frame - Period Balance or Activity - Activity	Revaluation for the current period activity only.
Time Frame - Period Balance or Activity - Balance	Year to date balance, includes beginning balance journals for balance sheet accounts.	There are no beginning balances for profit and loss accounts. Assuming you are on a calendar fiscal schedule, year to date balance is from January 1 to the revaluation process run date.
Time Frame - Summary Balance or Activity - Balance	Year to date balance as of the end of summary period. Includes beginning balance journals for balance sheet accounts.	When you select Summary on the Time Frame prompt, Balance is the only option available on the Balance or Activity prompt.
Time Frame - Year Balance or Activity - Balance	Current year activity starting with the first day of the fiscal year to the revaluation process run date. Includes beginning balance journals for balance sheet accounts.	When you select Year on the Time Frame prompt, Balance is the only option available on the Balance or Activity prompt.