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Setup Questions Entity Consolidation - Standard Setup

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task. A field list follows the questions should you need additional information to answer a question.

Instructions

1. Print this topic—one for each entity you want to set up. Right-click this topic to display a pop-up menu, and then select Print.
2. Confirm that you have read the setup details on the topic.
3. Answer the following questions if you selected the Consolidate option in the General tab questions.
4. Answer each of the questions on this page.
5. Enter a response or circle your answer. If circling, use a highlight marker to select an If statement that matches your response. The If statement tells you what you should do on the tab in the system.
6. Use your answers to set up entities used for consolidated reporting.

Questions for Consolidated Tab

Entity ID (#1)

With which entity do I want this entity's data consolidated?

Enter an entity ID: ______________________________

Pct %

What percentage of the financial data for the entity do I want to consolidate?

The percentage is usually 100% per entity.

Enter an entity ID: ______________________________

Entity ID (#2)

With which entity do I want this entity's data consolidated?

Enter an entity ID: ______________________________

Pct %

What percentage of the financial data for the entity do I want to consolidate?

The percentage is usually 100% per entity.

Enter an entity ID: ______________________________

Entity ID (#3)

With which entity do I want this entity's data consolidated?

Enter an entity ID: ______________________________

Pct %

What percentage of the financial data for the entity do I want to consolidate?

The percentage is usually 100% per entity.

Enter an entity ID: ______________________________

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