Intercompany Matching Detail Consolidation Expenditure/Revenue

This page show details of the intercompany reconciliation in the category of consolidation expenditure and revenue.

You can access this page by clicking a balance amount on the Transactions Intercompany Data Entry Status page or by selecting Rates and Reconciliation > Intercompany Matching > Intercompany Matching Detail Consolidation Expenditure/Revenue in the navigation panel.

You can verify account balances for the selected entity and intercompany for these processes for consolidation expenditure and revenue:

  • R1: Elimination of Intragroup Cost of Sales
  • R2: Elimination of Intragroup Other Operating Expense
  • R3: Elimination of Other Intragroup Financial Expense

The balances are presented for an entity accounts and their contra, intercompany accounts for each consolidation process in these currency types:

  • Group currency: Converted from local currencies of the selected entity and intercompany
  • Local currencies: Currencies of the selected entity and intercompany
  • Group currency based on transactions: Converted from transaction currencies

The above-the-threshold differences in the balance of the entity and intercompany accounts are highlighted in red on the contra accounts' side for each consolidation process and each currency type. To verify the details of the difference, click the difference amount in the Group Currency (currency ISO code) column. The Transactions Data Entry Detail – Cons. Expenditure / Revenue page is displayed.

To specify the transaction currency balances on the Intercompany Matching Detail Consolidation Expenditure/Revenue page, click a value in theGroup Currency (currency ISO code) column for a specific account and specify the values in the displayed dialog box. By default, the selected level in the dialog box is HB I manual - Data Entry Manual. You can change the level but then the grid is read-only and you cannot specify any values.

Only entity accountants can specify transaction currency balances and only for entities for which they are responsible. Values in the intercompany section are read-only. The values are displayed in applicable currencies for these currency types:

  • Transaction currency
  • Group currency: Converted from transaction currency
  • Local currency
  • Group currency: Converted from local currency

To reconcile the above-the-threshold difference in the entity and intercompany account balances, an entity accountant who is responsible for the entity must specify relevant values in a transaction currency for the applicable currencies. An entity accountant who is responsible for the intercompany must do the same in the contra, intercompany account. Only then is the reconciliation process complete and finished.

Transaction currency values are automatically converted into group currency values by closing rates that are maintained as standard rates. Rate types of different currency methods that are assigned to specific accounts are not considered in this conversion.

Note: Currently, you can specify transaction currency balances either on the Intercompany Matching Detail Consolidation Expenditure/Revenue or Transactions Data Entry Detail – Cons. Expenditure / Revenue page. Additionally, on the Transactions Data Entry Detail – Cons. Expenditure / Revenue page, you can specify values in local currencies, but this is only for informational purposes and does not affect any data. To specify values on the Transactions Data Entry Detail – Cons. Expenditure / Revenue page, you must select the HB I manual - Data Entry Manual level in the context.
Caution: 
To delete a specified value from the database, you must press Ctrl + Del or specify #delete in an appropriate grid cell. If you specify 0 or press Del, then 0 is written back in the cube. This causes incorrect calculations of the Currency Translation Differences and Other Differences accounts.