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Administrator Guide
Last Updated: 2024-09-20
Create Multiple Supplemental Data Workbooks in AP&C

Create Multiple Supplemental Data Workbooks in AP&C

Security: These 2 domains in the Advanced Close and Consolidation functional area:
  • Process: Consolidated Supplemental Data
  • Process: Supplemental Data
You can configure and schedule a mass operation in Adaptive Planning and Consolidation (AP&C) to create multiple Supplemental Data and Consolidated Supplemental Data workbooks for the current or future periods.
To create multiple Supplemental Data for Roll Forward type of Supplemental Data templates, you must use the
Mass Roll Forward Supplemental Data
 task.
  1. Access the
    Mass Generate Supplemental Data
     task.
  2. Select a
    Run Frequency
     from :
    • Run Now.
    • Run Once in the Future.
    • Monthly Recurrence.
  3. As you complete the
    Mass Generate Supplemental Data Criteria
     task for the Run Now frequency, consider:
    Option Description
    Company Hierarchies
    You can select a single hierarchy or multiple hierarchies.
    When you enter a company hierarchy, Workday will create a Consolidated Supplemental Data Workbook. If you wish to create only Supplemental Data Workbooks leave this prompt blank.
    Company
    You can select a single company or multiple companies.
    When you enter a company, Workday will create Supplemental Data Workbooks. If you wish to create only Consolidation Supplemental Data Workbooks leave this field blank and enter a company hierarchy in the
    Company Hierarchy
     field.
    Currencies
    Enter a currency value if you want to create Supplemental Data Workbooks in a currency other than the primary ledger currency of the company selected. If not, then leave this field blank.
    Supplemental Data Template
    You can select a single template or multiple templates.
    Period
    Select the appropriate fiscal period.
    Time Period
    Select a time period.
  4. For the Monthly and Run Once in the Future frequency, click the
    Schedule
     tab and fill out the details.
    For the Monthly frequency, select the month that you want to correspond for the period that is associated with the future Workbooks that you want to create.
  5. Click
    OK
    .
  6. Click
    Refresh
     to complete the process.
  7. Click the
    Mass Generate Supplemental Data Results
     value to open the results.
  8. From the related actions of Supplemental Data, select
    Supplemental Data
    View Workbook
     to open the Workbook.
  9. To monitor future schedule processes, perform these actions:
    1. Access the
      Scheduled Future Processes
       report.
    2. Filter by
      Process Mass Generate Supplemental Data
      .
    3. For Process Type, select
      Job
      .