Connect Reporting Entity
Explanation
This activity is used to connect reporting entities of both Reporting and
Adjustment reporting entity types to a node in a
consolidation structure.
Prerequisites
In order to perform this activity:
- A consolidation structure of the
In Progress status should exist.
- At least one node should be available in the
consolidation structure.
- One or more reporting entities should exist.
System Effects
As a result
of this activity, a reporting entity is connected to
the consolidation structure.
Window
Consolidation
Structure
Related Window Descriptions
Consolidation Structure
Connect Reporting Entity
Procedure
To connect a reporting entity to a consolidation
structure:
- Open
Consolidation Structure window and
search for the consolidation structure to which the reporting entity should be
connected.
- Right-click on the node (or top node) to which the
reporting entity should be connected and click Connect Reporting Entity to open
the
Connect Reporting Entity dialog
box.
- Enter the reporting entity you want to connect to the consolidation
structure in the Reporting Entity field. The List of Values can be
used to select the required reporting entity. Note: Select the check
box Ultimate Ownership Connection in order to connect an already
connected reporting entity to the consolidation structure.
- Enter an ownership percentage for the connection in
the Ownership field.
- Select a value for the Consolidation Method
field.
- Enter the date on which the reporting entity was acquired in the Event
Date field.
- Modify the value in the Period field
if required. (Note: A period is automatically displayed when you
enter a date in the Event Date field.)
- Enter a description of the event in the Comment field if
required.
- Double click on the Notes check box if you
want to enter notes for the connection of the reporting entity.
- Click OK.