Lock Out Sold Entities, Keep Their Impact!

Managing Sold Entities Without Losing Consolidation Results.

Hi Community,

We’re looking to hear how others handle this in OneStream:

When an entity is sold in a specific period (e.g., 2025M5), the requirement is to:

✅ Retain its posted journal values in group consolidation

❌ Prevent any further use of the entity (journals, data loads, forms)

The challenge we've encountered is that setting In Use = False — even after journals are posted and consolidation has been run — can cause OneStream to drop that entity’s data from the group during future reconsolidation. This results in the loss of valid P&L impact from the sold entity.

Our workaround:

Keep In Use = True for the sold period

Use workflow locks and security restrictions to block future changes

Only set In Use = False once everything is finalized and locked

💡 Feature Suggestion:

It would be incredibly useful to have a system property or override flag that allows us to:

Set In Use = False to fully disable the entity in the workflow

Still retains its consolidated values during reconsolidation

How are you managing this today?

Your thoughts! 

Thanks,