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

Create Supplemental Data Text List in AP&C

Security:
Setup: Supplemental Data
 in the Advanced Close and Consolidation functional area
To drive consistency during data entry in Adaptive Planning and Consolidation (AP&C), you can create a Supplemental Data Text List to create a list of items you would like an end user to select from. Example: You can create a text list for Asset Class for text list items representing the various asset classes that a user performing data entry can select from.
After you create Text Lists, you can associate them to a column configured as a Text List Data Type under
Properties
 when you configure the Supplemental Data Template.
  • You can configure 1 Text List on many Supplemental Data Templates.
  • Once you configure a Text List on at least 1 template, you can no longer delete the Text List items. However, you can modify existing Text Lists and add new Text List items.
  1. Access the
    Create Supplemental Data Text List
     task.
  2. As you complete the task, consider:
    Option Description
    Name (Required)
    Enter a unique name for the text list.
    Account Translation Method Configuration (Optional)
    Check to enable the text list with Account Translation Method Configuration for row level configuration options.
    If you enable the Account Translation Method Configuration, you must configure at least 1 Text List Item with an Account Translation Method.
    Row level configurations for the text list will override these 2 values:
    • Account Translation Method configuration at the Template header level.
    • Currency Data Type Properties column level account translation method configurations.
    You can’t have more than 1 Text List with an Account Translation Method Configuration configured on a Supplemental Data Template.
  3. Enter a list item name.
  4. Click the plus icon to add a new row and enter a new Text List Item name.
  5. Click
    OK
    .