Registering and enabling a custom process

Financial Consolidation is delivered with a set of standard processes, but you can also register your own processes to the Consolidation module. You can run them alone, or with the standard processes, on the Process Execution page.

Like custom reports, custom processes require a custom application in which they are defined.

Note:  Application Engine processes for use in Financial Consolidation must have this signature:

@Parameter[server]: "OLAP Data Connection Name";
@Parameter[cycle]: "the Configuration set element to run the rule for";
@Parameter[year]: "the year to run the rule for";
@Parameter[period]: "the period to run the rule for";
@Parameter[scenario]: "the scenario to run the rule for";
@Parameter[group]: "the group to run the rule for";
@Parameter[ruleid]: "the id that will be used for journals";
@Parameter[cancel]: "if True, the rule will only cancel its journals or other old data";
@Returns: "True, if successful; False otherwise.";
  1. Select Custom Extensions > Consolidation Processes.
  2. Click Add Process and specify this information:
    Id
    Specify an ID for the process.
    The ID, prefixed by CST_, is used as the unique identifier of the process.
    Name
    Specify a name for the process.
    Optionally, click the Translate Name icon and specify translations for the name in one or more languages.
    Description
    Optionally, specify a description.
    Optionally, click the Translate Description icon and specify translations for the description in one or more languages.
    Application Unique Name
    Select the unique name of the application to which the process belongs.
    Process Unique Name
    Paste the unique name of the Application Engine process to add.
  3. To enable the process, select Modules > Consolidation > Processes and click the Custom tab. In the Enabled column, select the check box of the process to enable.
  4. Click Save.