Use cases for data loads into Financial Consolidation
This list shows examples of use cases for data loads into Financial Consolidation:
- During the Infor d/EPM implementation and initial configuration, an
administrator or implementation consultant performs an initial load of facts data
(historical data) into Infor d/EPM. The data includes all financial data
and exchange rates for all available entities and periods.Note: An initial data load requires a complete facts data set.
- For each period, Entity Accountants perform financial data loads for entities for which they are responsible.
- For each period, Group Accountants perform global exchange rate loads.
- In the case of data adjustments, period reopening, or at the beginning or end of the financial year, Group Accountants perform data loads.
Note: Data is always available on demand and is not required to
be real-time synced with the source system. That is why Financial Consolidation users must always define the configuration set, one or multiple versions, entities, and
periods that are open for the selected entities.