Create a consolidation set to transfer consolidation data for multiple subsidiaries simultaneously.
Navigate to the Consolidation Sets window.
Enter a Consolidation Set name, Parent ledger, and Description of the consolidation set.
Choose a consolidation Method.
Select your consolidation Run Options.
Enter the Consolidation definition for each subsidiary-to-parent consolidation you want to include in the set. The consolidation definitions must use the same parent ledger and consolidation method you selected above.
(Optional) To view or modify existing consolidation definitions or to create new consolidation definitions, choose the Consolidation button. See: Defining Consolidation Definitions .
(Optional) After you have finished entering consolidation definitions, choose the Transfer Set button to open the Transfer Consolidation Data Set window. From this window, you can enter your transfer set parameters then start the process of transferring the data from the subsidiaries to your parent ledger. If you don't want to transfer data now, go to the next step.
(Optional) Select the Enable Security checkbox to apply definition access set security to your consolidation set.
Definition access sets are an optional security feature that enables you to control access to your General Ledger definitions. For example, you can prevent certain users from viewing, making changes, or using your consolidation set to transfer consolidation data.
If you do not enable security, all users will be able to use, view, modify, and delete your consolidation set.
If the Assign Access function is available for your responsibility, the Assign Access button is enabled once you check the Enable Security check box. Choose the Assign Access button to assign the definition to one or more definition access sets with the desired privileges. For information on definition access sets, see Definition Access Sets.
Save your work.
The following describes what Use, View, and Modify access mean as it pertains to consolidation sets:
Use Access: Enables users to transfer the consolidation set data from the Transfer Sets window. Users with Use access only will not be able to query the consolidation set from the Consolidation Set window.
View Access: Enables users to view the consolidation set definition from the Consolidation Set window.
Modify Access: Enables users to view and make changes to the consolidation set. This includes making changes to the definition access set, if the Assign Access button is available.