Ir para o conteúdo principal
Documentação
Documentação
Adaptive Planning
Steps: Select Elimination Method

Steps: Select Elimination Method

Elimination method
 refers to one of the two methods available in your model for consolidations through trading partner eliminations. You can choose the attribute method or the splits method.

Prerequisites

  • Contact professional services or your implementation partner to get the consolidation capability.
  • Choosing an elimination method is one step when you Steps: Set Up Intercompany Elimination.
  • Security:
    General Setup
     permission.
  • The method you choose should closely match your ERP system. For help choosing a method, contact professional services or your implementation partner.

Navigation

Navigation Icon5.png From nav menu, go to
Administration
>
General Setup
.

Choose Elimination Method

From
Setup Details
 section, find the
Trading Partner Account Identification
 setting and select either:
  • Use account attributes
    (default).
  • Use splits
    .

Change Elimination Method

Additional security:
Consolidation
 and
Organization Structure
 permissions.
When you change your elimination method, you must restructure everything to eliminate the transactions. All your data remains intact, but the logic, rules, and tags are removed.

Change from Splits to Attributes

  1. Delete all elimination rules. This removes all the logic and data movement. You may need to temporarily unlock all locked versions to do so. See Create Elimination Rules.
  2. Remove the trading partner level dimension from all sheets. This removes all dimension tags from the splits. See Edit Standard Sheets.
  3. Go to
    Administration
    >
    General Setup
    to change the elimination method.
  4. Create Trading Partner and Elimination Levels. Reassign the trading partner and elimination level settings to the appropriate levels. Tag the trading partner levels with the appropriate trading partner attribute value.
  5. Set up Intercompany Accounts. Create accounts for each trading partner. Tag the accounts with the appropriate trading partner attribute value.

Change from Attributes to Splits

  1. Delete all elimination rules. See Create Elimination Rules.
  2. Change the elimination method.
  3. Create Trading Partner and Elimination Levels. Reassign the trading partner and elimination level settings to the appropriate levels.
  4. Set up Intercompany Accounts. Create accounts for each trading partner. Tag the accounts with the
    Intercompany
    radio button.
  5. Build Intercompany Transaction Sheet.