Entities

In the Infor EPM Budgeting & Planning application, entities are typically used to represent internal entity structures. Entities can be legal entities such as a company or a group, or non legal entities such a branch office or a shop.

Entities in Infor EPM Financial Consolidation represent legal entities only.

Non legal entities cannot be part of the entity setup and are not used in the financial consolidation scope.

The use of business data from the Entities business object is required in Budgeting & Planning, Workforce Budgeting, and Financial Consolidation.

This table shows the properties of the Entities business object and uses these abbreviations:

  • BP: Budgeting & Planning
  • WB: Workforce Budgeting
  • CO: Financial Consolidation
  • R: Required
  • U: Used but optional
Field Description Type BP WB CO
ID Unique identifier of a record. nvarchar R R R
Name Caption that is displayed if no language-specific translation is provided. nvarchar R R R
ParentID Parent ID.

If left blank, then Parent ID is by default assigned to the top-level Total Entity (TOTAL_ENTITY) value.

Note: A record can be assigned to multiple parents.
nvarchar U U U
Weight Used to control the roll-up into parents.

Typically set to 1.

float U U U
OrderPosition Position of an element in the resulting dimension. integer U U U
Currency A three-character ISO code of the entity currency.

Valid currencies are activated automatically.

nvarchar R R R
Contact Contact information of an entity. nvarchar U U U
YTD Load Indicates whether source data for an entity is YTD. If left blank or set to FALSE, then source data for an entity is periodic. boolean U U
FiscalYearStart Indicates the start month of a fiscal year for an entity in the source system.

These values for the start of a fiscal year are available:

  • GC: Global calendar that starts in January each year. GC is used if no alternative calendar has been configured in the source system. GC is also applied if the FiscalYearStart field is left blank.
  • PY_XX: Fiscal year starts in the year prior to the calendar's start year. XX is the number in the range of 02-12 and indicates the start month of a fiscal year. PY_05, for example, indicates that the fiscal year starts in May of the year prior to the calendar's start year. January (01) is reserved for the global calendar (GC).
  • SY_XX: Fiscal year starts in the year in which the calendar starts. XX is the number in the range of 02-12 and indicates the start month of a fiscal year. SY_02, for example, indicates that the fiscal year starts in February of the year in which the calendar starts. January (01) is reserved for the global calendar (GC).
nvarchar U
LangEN Name translated into English. nvarchar U U U
LangDE Name translated into German. nvarchar U U U
LangFR Name translated into French. nvarchar U U U
LangES Name translated into Spanish. nvarchar U U U
LangJA Name translated into Japanese. nvarchar U U U
LangPT_BR Name translated into Portuguese (Brazilian). nvarchar U U U
LangRU Name translated into Russian. nvarchar U U U
LangIT Name translated into Italian. nvarchar U U U
LangZH_CHS Name translated into Chinese (Simplified). nvarchar U U U
LangCS Name translated into Czech. nvarchar U U U
LangNL Name translated into Dutch. nvarchar U U U
LangDA Name translated into Danish. nvarchar U U U
LangSV Name translated into Swedish. nvarchar U U U
LangNO Name translated into Norwegian. nvarchar U U U
LangPL Name translated into Polish. nvarchar U U U
LangTH Name translated into Thai. nvarchar U U U
LangFI Name translated into Finnish. nvarchar U U U
LangKO Name translated into Korean. nvarchar U U U
LangMS Name translated into Malaysian. nvarchar U U U
LangFR_CA Name translated into French (Canadian). nvarchar U U U
LangZH_TW Name translated into Chinese (Traditional). nvarchar U U U
LangID Name translated into Indonesian. nvarchar U U U
LangVI Name translated into Vietnamese. nvarchar U U U