Processes Tab
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Processes Tab

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Article summary

The Processes tab in the Consolidation Control Panel consists of the below options. Click on each option to explore more on it.

  • Scenario - Allows you to run the consolidation process for a specific scenario.

  • Period - Allows you to select the period for which the consolidation is to be performed. Click the Calendar icon to choose a month and year.

  • Entity Lock/Unlock Icon - Indicates whether a company is locked or unlocked. Once a company is closed, it is locked and cannot be edited.

  • Entity - Access to dimension members here is based on the user type, i.e., Centralized or Decentralized.

  • Processes - Allows you to create and manage various types of journals, reclassifications, eliminations, and validations.

  • Administration - Allows you to manage consolidation setup and security configurations.

  • Entry Actions - Allows you to move data posted via a process through workflow actions such as Forward, Approve, Reject, Post, Unpost, Clear, and more.

  • Reports - Allows you to create reports that provide detailed information, such as intercompany matching report, working paper report, exchange rates report, and more.


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