Definition tab - Ownership

Option	Description
Unit Type	Type of unit to which the adjustment applies. See the different unit types in the Determine the consolidation method topic in the Infor CPM Consolidation User Guide.
Post Level	Select Unit to post the journal to the first available ownership unit, starting at the same level in the hierarchy as the source unit. Select Parent to post the journal to the first available ownership unit, starting at the same level in the hierarchy as the holding company that owns the source unit. If the source unit is not owned by another company, the posting starts at the same level as the source unit. In both cases, the journal also posts to all ancestor owner-ship units.
Destination	Destination schedule lines for the data gathered from the Source lines. You can specify the destination lines. To add a new line, click the Add Row button. You must select the Schedule Line, and any applicable custom information for the destination line. Percent Type specifies the percent type to use when calculating the amount to post. See Percent Type. Percent Amount sets the percentage of the source to record in the destination line. Use specified percentage to calculate the amount to post to the destination line. This is available when Percent Type is set to NUM. See the Infor CPM Consolidation User Guide. Reverse Sign determines if the data should be reversed to the destination line. No (N) maintains the sign for the destination data. Yes (Y) reverses the sign of the destination data.
Source	Schedule lines are lines from which the destination line data is computed. You can specify an unlimited number of source lines. The columns in the Source table vary based on the journal type and the members defined in the source line dimension. The source lines are added together and posted to appropriate ownership unit and sou line based on the percent type and the reverse sign. Additionally, if Post is set to Y, the source data is posted to the same source line or custom dimension members at the appropriate ownership units. Select Yes (Y) in the Post column to also post the source data to the same line in the elimination unit. If you select No (N) in the Post column, the Percent Type, Percent Amount, and Reverse Sign columns are disabled. Percent Type specifies the percent type to use when calculating the amount to post. See Percent Type. Percent Amount sets the percentage of the source to record in the destination line. Use specified percentage to calculate the amount to post to the destination line. This is available when Percent Type is set to NUM. See the Infor CPM Consolidation User Guide. Reverse Sign determines if the data should be reversed to the destination line. No (N) maintains the sign for the source data. Yes (Y) reverses the sign of the source data.

Unit Type

Type of unit to which the adjustment applies. See the different unit types in the Determine the consolidation method topic in the Infor CPM Consolidation User Guide.

Post Level

Select Unit to post the journal to the first available ownership unit, starting at the same level in the hierarchy as the source unit.

Select Parent to post the journal to the first available ownership unit, starting at the same level in the hierarchy as the holding company that owns the source unit. If the source unit is not owned by another company, the posting starts at the same level as the source unit. In both cases, the journal also posts to all ancestor owner-ship units.

Destination

Destination schedule lines for the data gathered from the Source lines. You can specify the destination lines. To add a new line, click the Add Row button. You must select the Schedule Line, and any applicable custom information for the destination line.

Percent Type specifies the percent type to use when calculating the amount to post. See Percent Type.

Percent Amount sets the percentage of the source to record in the destination line. Use specified percentage to calculate the amount to post to the destination line. This is available when Percent Type is set to NUM. See the Infor CPM Consolidation User Guide.

Reverse Sign determines if the data should be reversed to the destination line. No (N) maintains the sign for the destination data. Yes (Y) reverses the sign of the destination data.

Source

Schedule lines are lines from which the destination line data is computed. You can specify an unlimited number of source lines. The columns in the Source table vary based on the journal type and the members defined in the source line dimension.

The source lines are added together and posted to appropriate ownership unit and sou line based on the percent type and the reverse sign.

Additionally, if Post is set to Y, the source data is posted to the same source line or custom dimension members at the appropriate ownership units.

Select Yes (Y) in the Post column to also post the source data to the same line in the elimination unit. If you select No (N) in the Post column, the Percent Type, Percent Amount, and Reverse Sign columns are disabled.

Percent Type specifies the percent type to use when calculating the amount to post. See Percent Type.

Percent Amount sets the percentage of the source to record in the destination line. Use specified percentage to calculate the amount to post to the destination line. This is available when Percent Type is set to NUM. See the Infor CPM Consolidation User Guide.

Reverse Sign determines if the data should be reversed to the destination line. No (N) maintains the sign for the source data. Yes (Y) reverses the sign of the source data.