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Administrator Guide
Last Updated: 2024-09-20
Mass Roll Forward Multiple Supplemental Data Workbooks

Mass Roll Forward Multiple Supplemental Data Workbooks

Security:
Process:Supplemental Data
 in the Advanced Close and Consolidation functional area.
You can perform a mass operation to roll forward multiple Supplemental Data workbooks created with a Supplemental Data Template with Roll Forward configuration.
  1. Access the
    Mass Roll Forward Supplemental Data
     task.
  2. As you complete the task consider:
    Option Description
    Option
    Description
    Company
    You can select single company or multiple companies.
    Supplemental Data Template
    You can select a single template or multiple templates that are configured as a Roll Forward.
    Period
    Select the period you want to roll forward to.
    Time Period
    Select the time period you want to roll forward to.
  3. Click
    OK
    .
  4. For
    To Period
     and
    To Time Period
    , select the period and time period you want to roll forward to.
  5. Check
    Copy Supporting Information
     if you want to copy over non-entry area items such as, sheets, pivot tables, or other supporting details from the Supplemental Data workbooks that you are rolling forward.
  6. In the
    Supplemental Data to Roll Forward
      grid, select the Supplemental Data workbooks that you want to roll forward or check
    ALL
     to select all workbooks in the grid.
  7. Click
    OK
    .
  8. Click
    Refresh
     to complete the process.
  9. Click the
    Mass Generate Supplemental Data Results
     value to view the results.