Rules

A consolidation uses Method 1 (Ownership process) only when:

• The Ownership process is enabled.
• Consolidation methods are defined for the version being consolidated.
• Ownership data exists for the version, year, and top unit being consolidated.

A consolidation uses Method 2 - Managerial Ownership process only when:

• The Ownership process is enabled.
• Consolidation methods are defined for the version being consolidated.
• Ownership data exists for the version, year, and top unit being consolidated.
• The Managerial Ownership Relationships option is used to calculate ownership percentages.
• Consolidation process specified to use the Ownership Managerial Consolidation option on the Options page.

When the preceding conditions are met, a consolidation:

• Does not support level depth consolidations unless the level depth is 0 and leaf processing is not suppressed.
• Does not support the ReadSubmittedConsNode parameter (on the web, this option is called Read Local Consolidated Data).
• Applies the consolidation percent.
• Rolls up elimination unit and ownership unit data only to the immediate consolidation unit.
• Rolls up control holding units 100% to all ancestors.
• Rolls up legal units and holding units according to the percent determined by the consolidation method used for each unit (for each consolidation unit).