Consolidation Process Using Cloud Scheduler
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Consolidation Process Using Cloud Scheduler

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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 > Administration > Cloud Scheduler.

  2. Click the Process Flow tab.

  3. Click Add

  4. In the General Information tab, enter a unique identifier in the Code field.

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

  6. Enter Email Recipients.

  7. Click Tasks tab.

  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 Entity.

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

  13. Select configurable steps using the Selected link available in the Configurable Steps field.

  14. Click Save.

  15. Click Scheduler.

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

  17. Select your Time Zone.

  18. Click Save.

    To learn more about Cloud Scheduler, click here

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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