This form can be used to record the acquisition balance sheet for a recently acquired company. The currency used depends on the local currency of the selected entity. If a foreign entity is selected, the local currency and the reporting currency is displayed. The user can enter the acquisition balance sheet in both currencies.
The acquisition balance sheet is stored in the Value Dataview and in the business acquisition movement member.
Prerequisites
The system requires these member tags for the Acquisition Balance Sheet input form:
| Dimension | Element | Tag |
| Account | Balance Sheet | #BalanceSheet |
| DataView | Value | #Value |
| Entity | Total_Group (your main root entity structure) | #TotalGroup |
| Intercompany | No Intercompany | #NoIntercompany |
| Measure | Amount | #Amount |
| Movement | Business Acquisition | #Business Acquisition |
| Scenario | Actual | #Actual |
Note: Member tagging is done within the Anaplan Financial Consolidation Model Manager.
The system also requires global variables for the input form.
| Variable Name | Value |
| CurrentPeriod | <Name of the Current Period>. For example: 2026 P3. |
You must ensure that audit members are set as the p_Audit property in the entity dimension. Data entered into the balance sheet continuity schedule is stored to the audit member set on the selected entity parameter.
Access the input form
To access the Acquisition Balance Sheet input form:
- Select the Explorer module.
- Expand the Global > Consolidation > Input.
- Right-click the Acquisition Balance Sheet form and select Open. Alternatively, double-click the form to open it.
Note: Your administrator may have moved the form to another location, or it may be started as part of a Workflow process.
Parameters
The key parameters of the input form are:
| Variable Name | Value |
| Audit | Select the audit member. |
| Entity | Select the name of the entity. |
| Period | It defaults to the value set in the global variable CurrentPeriod. |
| Scenario | It defaults to the Scenario tagged as #Actual. |
Use the input form
Once you have selected the parameters:
- Rows display the account tagged as #BalanceSheet.
- Columns display currencies.
Both the reporting currency and the selected entity's local currency are displayed. If the selected period and scenario combination isn't open, the input form will be locked.
Data input into the form is submitted in this format:
| Dimension | Member |
| Account | Member under #BalanceSheet. |
| Audit | The audit member defined in the selected entity's audit property, p_Audit. The audit member can also be one that's not specified in the selected entity's audit property. Note: A warning is displayed if the selected audit member differs from the one defined in the selected entity's audit property, but data submission is still allowed. |
| Currency | Reporting Currency or local Currency of the selected Entity. |
| DataView | The member tagged as #Value. |
| Date | The Date parameter selected. |
| Entity | The Entity parameter selected. |
| Intercompany | The member tagged as #NoIntercompany. |
| Measure | The member tagged as #Amount. |
| Movement | The member tagged as #Business Acquisition. |
| Scenario | The selected Scenario parameter. |
| Extra Dimensions | Any extra dimensions, such as, Product or CostCenter that are set to the default input member of the dimension. |
In an input form, if cells are:
- White: These cells are protected and can't be edited.
- Pale Yellow: These cells are editable. The movement classification allows input for that account.
- Dark Yellow: The movement classification requires intercompany input for that account.
Dropdown lists in an input template that are selectable are white with blue text.
