The Methods form defines the relationships between the entities within a group, such as a holding, global, equity, and proportionate.  

The methods that are created are shown as options in the Methods Selection form, typically in a dropdown menu. 

Access the form

To access the form:

  1. Select the Maintain module.
  2. Select Methods under the Consolidation card. 

The pre-configured methods included in your Financial Consolidation model are:

  • Holding
  • Global
  • Equity
  • Proportionate

You can create a method after defining the Method Type.  

Create a method

  1. Select the Create icon from the upper-right toolbar. 
  2. For each column, select or enter:
ColumnDescription
NameEnter the name of the method.
CaptionEnter the caption for the method.
Method TypeSelect the Method Type. 
From OperatorSelect  >, =, or >= operator. 
From PercentageEnter the From Percentage to be used for the method.
To OperatorSelect the <, =, or <= operator. 
To PercentageEnter the To Percentage to be used for the method.

  3. Select the Save icon to save changes to the Method form. 

You can create, delete, import, export, refresh, and save consolidation methods.

Select the ellipses on a row to create, duplicate, and delete the consolidation method.