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This article applies to:

  • Product: ONESOURCE DataFlow

Add an entity

To add an entity:
  1. Sign in to
    ONESOURCE Administration
    , then select
    Company Info
    ,
    Entities
    .
  2. Select
    Add
    , then enter the information on the
    New Entity
     window.
    note
    ONESOURCE DataFlow uses the entity code as the name if you don't enter a specific one.
  3. Enter the version date to indicate when the entity's attributes become effective.
  4. Select
    Next
     to go to the
    Attributes by Application
     tab.
  5. Select
    Manage Apps
     to associate an entity with DataFlow.
  6. Switch the association for ONESOURCE DataFlow on the
    Manage Applications
     window. This changes the entity status to
    Association in progress
    .
  7. Select
    Apply
    .
  8. Enter the remaining details in the
    Attributes By Application
     or
    Attributes By Category
     tabs, then select
    Save
    .
  9. Select
    Update the current version
    , then select
    OKAY
    .
    note
    You can make changes to existing entities and apply them to the current version or create a new version of the existing entity.
  10. Find the entity now associated with ONESOURCE DataFlow on the
    Entities
     screen.
    note
    Only associated entities will be visible in DataFlow. Other entities created for use in other products or for planning purposes will be filtered out. For more detailed information on setting up Entities, refer to Administration Help and Support.