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Complete the Beginning Balance Decisions Stage

Use Playbook stage Beginning Balance Decisions to decide conversion depth for beginning balances before go-live, then sync which Company Tracker actions stay visible. Selections finalized here feed the Stage 9 Go-Live execution board.

Where: Mission Control → W.A.T. Implementations → Implementation Playbook → Beginning Balance Decisions
Route: /missioncontrol/implementations/playbook?phase=practice_balance_loads

Process context: Stage 7: Beginning Balance Decisions.

Steps in this stage​

StepTitleWhat you do
1OverviewReview goals, timing tradeoffs, and available core objects; Next
2Balance-forward optionsChoose in-scope areas and summary vs detail depth
3Historical boundaries by scope areaConfirm what stays out of scope and exception paths
4Action visibility syncSync visibility; finish with Complete Beginning Balance Decisions

The right Required items list shows these flow steps. The workspace also surfaces Go-Live Timing, Areas In Scope, Guided Decisions, and Decision Summary while you work the options.

This stage is decisions plus Company Tracker visibility sync. It is not a balance-load rehearsal runner.

Step 1: Overview​

  1. Review what the stage decides (balance-forward scope and depth).
  2. Note go-live timing guidance and available core objects for this company.
  3. Click Next.

Step 2: Balance-forward options​

  1. Work the balance-forward decision tree for each area.
  2. Mark scope (including summary vs detail where offered) or mark areas not applicable.
  3. Month visibility options can include january_only and non_january_only where shown.
  4. Click Next when required decisions are set.

Step 3: Historical boundaries by scope area​

  1. Review what remains out of normal beginning-balance scope.
  2. Note where exceptions start to look like full historical conversion (not standard balance-forward).
  3. Click Next.

Step 4: Action visibility sync​

  1. Review counts: Selected balances, Not Applicable, Tracked items, Completed items.
  2. Click Sync after you change balance options or Not Applicable flags so Company Tracker only shows applicable actions.
  3. Use Refresh after editing linked actions in Company Tracker.
  4. Click Complete Beginning Balance Decisions.

On success, the Playbook advances to Cutover Readiness (?phase=cutover_readiness). Continue with Complete the Cutover Readiness stage.

Stage 9’s execution board stays empty until Stage 7 is finalized.