You can configure all the rules and settings that drive Anaplan's Financial Consolidation and Reporting application from the Maintain module.
To access the Maintain module, select the Maintain module in the portal's navigation pane.
The cards manage everything from how the system is run and ownership structures to the rules for calculations and validations. Within a card, select a web administration form to focus your administration.
The cards include:
| Card | Description |
| Administration | Manage system-level: |
| Calculation | Define the logic for custom calculations and financial adjustments needed for your reports, including: |
| Consolidation | Set up the core rules and methods for elimination and consolidation entries including: |
| Conversion | Configure the rules for translating financial data from local currencies into the final reporting currency, including: |
| General Setup | Establish the foundational building blocks of your model, including: |
| Intercompany & EQP | Manage the rules for matching and eliminating transactions between entities and for equity pickup calculations, including:
|
| Ownership | |
| Rollover | Configure the rules for carrying the closing balance of last year to the opening balance of the current year. |
| Tax | Set up and manage all the rules and calculations related to tax provisioning and reporting, including: |
| Utilities | Copies and clears data within your Financial Consolidation model: |
| Validation | Create and maintain the validation rules that ensure data accuracy and validity throughout the consolidation process. |
