Define Reporting Entity Reporting Groups

Explanation

This activity is used to define reporting entity groups that can be connected to balance versions. Thereby, the balance transfers to a given balance version could be restricted to the reporting entities connected to the reporting group.

Prerequisites

In order to perform this activity, the following should exist:

• a master company (i.e. a company with the Master Company for Group Consolidation check box selected in the Company/General tab) should exist.
• reporting entities should have been defined.

System Effects

As a result of this activity, reporting entity reporting groups can be connected to balance versions.

Window

Reporting Entity Reporting Groups

Related Window Descriptions

Reporting Entity Reporting Groups

Procedure

To define a reporting entity reporting group:

1. Open the Reporting Entity Reporting Group window and create a new record in the Reporting Group section.
2. Enter an ID for the reporting group in the Reporting Entity Reporting Group field and a description in the Reporting Entity Reporting Group Description field.
3. Save the information.

To add reporting entities to a reporting group:

1. Open the Reporting Entity Reporting Group window and select a reporting group.
2. In the Reporting Entities per Reporting Group section, enter a reporting entity ID in the Reporting Entity field. List of Values can also be used. The description for the entered reporting entity will be displayed automatically.
3. Repeat until all entities which should belong to the group has been entered.
4. Save the information.