Configuring consolidation calculations is a first step to setting up the consolidation functionality. This page provides an overview of key steps involved in configuring general settings' parameters.
Use the flow diagram to understand the implementation steps you should follow and the dependencies.
The key components of configuring general settings include:
- Process: It involves defining the steps and procedures required for consolidation. This includes setting up workflows, assigning tasks, and ensuring that all necessary data is collected and processed correctly.
- Members: This section reviews the members needed to run Anaplan consolidation process.
- Attributes: This section reviews specific attributes that must be set for the consolidation process.
- Consolidation rules: These are the guidelines and criteria that must be followed to ensure accurate and consistent consolidation. There are several pre-defined consolidation rules.
- Consolidation rules details: This section includes the particular guidelines and computations for each rule.
- Ownership details: This section focuses on defining the ownership structure within the consolidation process. It includes specifying ownership percentages, control levels, and the relationships between parent and subsidiary entities.
