Configuring Sequences

A sequence is a set of processes in the order they are run in the consolidation process.

  1. Select Modules > Consolidation > Sequences.
    The All Processes widget is displayed and shows all processes that are available to create sequences.
  2. Click Add.
  3. In the Add Name Sequence dialog box, specify this information:
    Name
    Specify the name of the sequence.
    Description
    Optionally, specify the description of the sequence.
    Translate Name
    Optionally, specify the translation of the sequence name for the required languages.
  4. Click Add.
    The sequence is displayed in the list of sequences.
    Note: To edit the sequence name, description, and translations, click the Edit Sequence Name icon next to the sequence in the list of sequences. To delete the sequence, click the Delete Sequence icon.
  5. Click the added sequence.
  6. In the sequence widget, click Assign to assign processes to the sequence.
  7. In the Assign Processes dialog box, select the process to include in the sequence and click the right arrow to move it from the Available Processes panel to the Processes of sequence panel. Do the same for all processes to include in the sequence.
    The processes are run in the order in which you move them to the Processes of sequence panel. You can change that order in step 9.
    To remove processes from the sequence, select the process in the Processes of sequence panel and click the left arrow to move it back to the Available Processes panel.
  8. Click Save.
  9. In the Order column, if required, change the order in which the processes must be run within the sequence.
    Note: If a sequence includes the Transfer Adjusted Entity Trial Balance to Group process, that process must always run first.
  10. Click Save.
  11. To view the changed order in the grid, click Refresh.
  12. To make the changes available, publish the model.
    After you publish the model, you can run the added sequences in the consolidation process.
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