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Import Consolidation Data

Form ID: (GL509000)

This form is used by the parent company to import consolidation data from its consolidation units. Data is imported for all open periods, and data is imported to the specified consolidation ledger of the parent company only if this data has been posted to the ledgers of the consolidation units since the previous consolidation.

For access to the consolidation unit’s website and for automatic importing, the system uses the settings that have been entered on the Consolidation (GL103000) form. For details, see GL Consolidation: To Import Consolidation Data from a Subsidiary.

This form is accessible only if the General Ledger Consolidation feature is enabled on the Enable/Disable Features (CS100000) form.

Back to TopForm Toolbar

The form toolbar includes the buttons described below.

Button Description
Process Initiates the process of automatically importing the consolidation data from the website of the consolidation units for which the Included check box has been selected in the table.
The process that you start on this form has a timeout of 600 seconds. If this timeout is insufficient, the system administrator should add the PXSoapScopeRequestTimeoutSec parameter to the web.config file and specify the desired value.

Back to TopTable

This table displays the consolidation units and their information. In the table, you select the consolidation units whose data you want to import.

The table toolbar has only standard buttons.

Column Description
Included An unlabeled check box that you select to include this consolidation unit in the importing of consolidation data if you click Process.
Consolidation Branch The branch of your company that consolidates the data from the consolidation unit.
If a ledger of the type other than Reporting is selected in the Consolidation Ledger column and the consolidation company has the With Branches Not Requiring Balancing type on the Companies (CS101500) form, you select the company in this column. You cannot select a branch of the company with this type.
Consolidation Ledger The ledger to which all the imported records from the consolidation unit will be stored.
Consolidation Unit The description of the consolidation unit.
URL The web address of the consolidation unit’s website.
Source Ledger The consolidation unit’s source ledger to be used for data import.
Source Company/Branch The consolidation unit or a branch of the consolidation unit.
The value displayed in this column is the company or branch selected on the Consolidation (GL103000) form—the company ID if a company is selected, or the company ID followed by a branch ID if a branch is selected.
If a company of any type is specified in the Source Company/Branch column on the Consolidation (GL103000) form, the consolidation process that is run on the current form will consolidate the balances of all the branches of this company.
Last Post Period The financial period of the last consolidation. The system updates this value each time consolidation is performed.
Last Consolidation Date The date of the last consolidation. The system updates this value each time consolidation is performed.

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