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Administrator Guide
Last Updated: 2024-09-20
Maintain Supplemental Data Templates in AP&C

Maintain Supplemental Data Templates in AP&C

Security:
Setup: Supplemental Data
security domain in the Advanced Close and Consolidation functional area.
You can, in Adaptive Planning and Consolidation (AP&C):
  • Inactivate templates that you don’t want to generate Supplemental Data from (the action is reversible).
  • Review details of all Supplemental Data Templates in your tenant.
  1. Access the
    Maintain Supplemental Data Templates
    task.
  2. As you complete the task for each template, consider:
    Option Description
    Inactive
    Check to disable the template from it being used to create future Supplemental Data.
    If required, you can uncheck the option to change the status back to Active.
    Editable
    Indicates whether you can edit the template.
    Once you create Supplemental Data from the template, you can’t modify the template.
    In Progress
    Indicates the number of
    In Progress
    Supplemental Data that you’ve created from the template.
    You can drill down from the number to access details of the Supplemental Data, including the workbook.
    Approved
    Indicates the number of Approved Supplemental Data created from a template.