View consolidation status

The consolidation Statusboard page enables you to track the consolidation status of either the parent company or subsidiary companies within the group. Various actions, such as currency changes or posting or unposting journals, can impact the consolidation status of a company. Whenever these changes occur, check marks appear in the Bundle, Adjustments, or Eliminations columns on this page, indicating the need to run a consolidation process in order to update all the totals accordingly. To run consolidation for impacted companies, see Run consolidation.

To access the Statusboard page, click Consolidation .The Statusboard page is the default view.

By default, the following are selected on this page:

• Include dimensions

• All companies in the table

Keynotes for this page:

1	At the Bundle, Adjustments, or Eliminations levels, a checkmark indicates that changes have been made and a consolidation must be run to update all the totals. Bundles (Integration) - A checkmark means a change occurred in the statutory accounts or another part of the bundle. You must run a new consolidation. Adjustment (Integration) - A checkmark means an adjustment was modified. A new consolidation is required.. Eliminations - A checkmark means a change occurred in either the bundles or adjustments. The consolidation must be recalculated.
2	Select on Status - This option lets you run consolidation only for companies where changes have been made. Use the toggle to turn it off or on.
3	Include dimensions - This applies to system eliminations. It is used to run eliminations when using intercompany detail on analytical dimensions.

Run consolidation

Running a consolidation performs the consolidation for only the selected working or current period.

1. From the Process drop-down list, select a process - Bundle, Adjustments, Eliminations or All.

2. Select companies.

   • All companies are selected by default.

   • To select only companies where changes have been made, toggle Select on Status.

3. Include Dimensions (System Eliminations Only):

   • To include all dimensions in the T journals, leave Include dimensionsselected.

4. You have these options:

   • To run consolidation based on the consolidation period using your selections, click . The consolidation process is triggered.

   • To run consolidation for multiple consolidation periods using your selections, see Run a consolidation batch.

Run a consolidation batch

Consolidation Batch allows you to execute consolidations for multiple consolidation periods simultaneously, in a batch, running consolidations for multiple periods concurrently. This feature can be particularly helpful when consolidating data for multiple months within a year, such as budget data or monthly forecasts.

To run consolidations for multiple periods concurrently:

1. Ensure that you have selected the companies and dimensions as applicable. See Run consolidation.

2. Click .

3. Specify the batch settings by providing the following information:

   • In the From Year and Month and fields, specify a range for the start of the consolidation.

   • In the To Year and Month fields, specify a range for the end of the consolidation

   • In the Category field, select a data category. For example , Budget, Actuals, etc.

   • In the Version field, select the version of the consolidation period you want to use.

   • To include all the dimension in the T journals, select Include dimensions. Otherwise, leave clear.

4. Click to run the consolidation batch. Watch out for notifications below this button regarding the progress of the consolidation.