How to Use Cloud Processing for Consolidation Hierarchies
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How to Use Cloud Processing for Consolidation Hierarchies

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Article summary

It is recommended that you create a cloud process to automatically process consolidations at a specified date and time, as follows:

  1. Select Maintenance > Admin.

  2. Click the Cloud Scheduler link under Administration.

  3. Click Add.

  4. Enter a unique identifier in the Code field.

  5. Enter a name for the process you are scheduling.

  6. Select email recipients.

  7. Click Tasks.

  8. Click Add Task.

  9. In the Task Type field, select Consolidation.

  10. Select the scenario for which the Consolidation Process will run.

  11. Select Company.

  12. Select the period for which you want consolidations processed or define a custom period.

  13. Click Save.

  14. Click Scheduler.

  15. Select the Start Date and Start Time in which you want consolidations processed.

  16. Select your Time Zone.

  17. Click Save.

Note:
Because the second set of books is dependent on your main hierarchy, schedule the sibling to run after the main hierarchy.

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