How to Relate Datasets

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

Select Administration > Manage Datasets > Datasets
.

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

Select Dataset Relations
.

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

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

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

This article applies to: