Steps: Set Up Consolidation Data Capture
Access the
Maintain Functional Area
task and enable the Advanced Close and Consolidation functional area.Set up Workday to capture consolidation data before you can upload consolidation data from external Enterprise Resource Planning (ERP) endpoints.
- (Optional) To use suspense accounting for Consolidation Data Capture, create a suspense account rule for the account set used by the company for which you upload consolidation data.Workday doesn't require out of balance amounts to exceed any threshold before it creates suspense consolidation data lines. You can create custom validations when you want to inform users, for example, that a suspense line is greater than a certain amount.