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Administration

Unit Sub-Consolidations

In
Administration > Manage Units > Unit Sub-Consolidations
 you can create and maintain sub-consolidations.
To add a new Sub-Consolidation:
  1. Type a Code and Display Name.
  2. Click the
    Display Name
     same as Code option for the display name and code to be the same.
  3. Click the
    Sub-Tier of
     option and select a dataset that you want the sub-consolidation to be a sub-tier of.
After you have created your sub-consolidations, assign them to datasets and units.
To import a new Sub-Consolidation, complete the appropriate fields on the #CSC# SubConsolidations sheet in the Import Categories template.
The
#CSC#
 worksheet lets you:
  1. Create sub-consolidations.
  2. Define the relationship between Tier 1 and Tier 2 sub-consolidations.
  3. Assign sub-consolidations to datasets.
Additionally, you can create a sheet named #CSC2#, which lets you create and populate multiple sub-consolidations for a unit. Column A will have the Unit Code and Columns B through IV will have the CSCs in which the unit is included.
The
#CSC2#
 worksheet assigns sub-consolidations to units.
  1. For Unit Code column, enter the unit code.
  2. For the SubConsol Assignment enter the Name (Display Name).
Existing unit designation in a CSC is replaced, not appended, when the #CSC2# is imported. This sheet does not export when categories are exported and is not in the standard template for import categories.

Description

  • The name is user-defined and can be any combination of alpha and numeric characters, including spaces, up to 60 characters.
  • You can add, edit, copy, and delete sub-consolidations, as needed.
  • You can edit an existing Sub-Consolidation Name.
  • You can edit the user-defined Display Name.
  • You can lock/unlock Sub-Consolidations by selecting them and clicking the
    Lock selected Sub-Consolidation
     option.
  • You can create an unlimited number of sub-consolidations.
  • You can delete sub-consolidations.However, use care because they are not recoverable.
  • CSC Sub-Consolidations have specific naming requirements.
  • You can filter the list by selecting filter button.
  • The Sub-Consolidation's Name appears in the header of the sub-consolidation's report.
  • In
    Review & Edit
     >
    Sub-Consolidations
    , you can see the Sub-Consolidation's Name and the number of units included in the sub-consolidation.

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision