Intercompany eliminations process

There are four steps to set up intercompany eliminations:

• Add the elimination units to the Unit (Organization) hierarchy. Assign the Elimination attribute to each.
• Assign the Affiliate attribute to members of the Unit (Organization) dimension that are involved in intercompany transactions.

  The Elimination and Affiliate attributes are assigned when structure is loaded with the Import Wizard when you are loading structure into a new database. If you are upgrading an existing database, you can use the Import Wizard or set the Elimination and Affiliate attributes through the Elimination Status list on the Properties tab for the Members in Hierarchy page.

• Assign the Intercompany Eliminations attribute to lines in the Schedule dimension. This attribute is set in Formula Builder.
• Create an Intercompany Eliminations journal. Intercompany Eliminations journals are created through the Journals page.

  If the ownership process is turned off, the eliminations are processed using the percent ownership value of the Unit dimension hierarchy If the ownership process is turned on and the requested hierarchy does not have any ownership data for the specified year and version, the Unit dimension hierarchy is used. Otherwise, the engine uses the data in the ownership percent tables.

  These sections describe how to set up an intercompany elimination through Architect. For information about using the Import/Export Wizard, see Import and export database structure in the Infor CPM Architect User Guide.