When Calculation Rules are created, they can be grouped by Calculation Types. When you run a Run All calculation, any Calculation Type that is set to run first runs before the Consolidation process.
Access the form
To access the form:
- Select the Maintain module.
- If prompted for a Rule Set, select Consolidation.
- Select Calculation Types in the Calculation section to open the form.
A list of the current calculation types is displayed.
Use the form
The form opens with all the Calculation Types in view.
These columns for the Calculation Types are available:
| Column | Value |
| Calculation Type | The name of the Calculation Type |
| Calculation First | If set to TRUE, then any calculation that is categorized with this Calculation Type runs before any consolidation calculations when running the Run All process. This means that it runs before the Variation calculation. |
You must ensure that Audit members are set as the p_Audit property in the Entity dimension. Data input into the Balance Sheet Continuity Schedule is input to the Audit member set on the selected Entity parameter.
Create a calculation type
To create a new calculation type:
- Select Create New from the top-right toolbar menu. Alternatively, you can right-click a row and select Create.
A new blank rule appears. - Enter the information for the Calculation Type.
- Select Save from the top-right toolbar menu.
Duplicate a calculation type
Right-click the Calculation Type and select Duplicate to create a copy of an existing calculation type.
