Landing page

On the Landing Page, you can verify and change the statuses of entity processes and group processes. You can also jump from the cards to specific reports in which to perform required operations.

In Business Modeling, members of the Consolidation Modeler role can customize the Landing Page to suit their business needs. For details, see "Managing Consolidation data".

The Landing Page has these tabs:

  • Status Monitor
  • Entity
  • Group

By default, the Landing Page is in an online mode. To enhance the page's loading performance, you can enable an offline mode on the Entity and Group tabs. You can enable the offline mode independently for those tabs. For example, you can have the Entity tab in an offline mode and the Group tab in an online mode. To enable an offline mode on the Entity and Group tabs, disable the Show Statuses And Checks and Show Statuses options, respectively. Enabling an offline mode has these effects:

  • No Application Engine processes are run. The last saved configuration is displayed.
  • Statuses and checks are not displayed on process step cards.
  • Submit option is not available on process step cards.
Note: An offline mode does not affect the Status Monitor tab.

Status Monitor tab

Has two tabs: Entity Status and Group Status. Specify the context data on the relevant tab to view the current statuses of specific entity processes or group processes. You can view open and closed periods but you can change statuses only in open periods.

Each process step is displayed in a separate column. If a process step has an assigned status, this status is displayed in the column.

If custom entity statuses have been configured in Business Modeling, the appropriate columns are displayed in the grid on the Entity Status tab. Custom entity statuses are independent of the total status of consolidation processes and do not affect the core consolidation process. You can close the custom entity statuses at any time because they are not subject to validation.

You can change statuses for multiple entities and groups at the same time.

  1. On the relevant tab, select the entities or groups for which to change the statuses.
  2. Click Change Status.
  3. In the Change Status dialog box, specify one or multiple process steps and periods for which to change the status and the relevant status.
  4. Click Apply.

You can filter by statuses of entity processes and group processes. Filtering by multiple statuses is possible.

Note: Entity accountants have access only to the Entity Status tab and can view only the entities for which they have permissions.

On the Entity Status tab, you can jump to an ad-hoc check report and the Intercompany Reconciliation Status report, respectively for the Trial Balance and IC Matching processes, to verify why a specific status cannot be submitted or closed.

To view an ad-hoc check report, a user must have the Use Ad-hoc permission. That permission can be assigned to the members of these roles:

  • Group Accountant
  • Group Accountant Custom
  • Entity Accountant: Can view only the entities for which they have permissions
  • Consolidation Auditor
  • Consolidation Read Only
  • Consolidation Read Only Custom

To jump to the ad-hoc check report for the Trial Balance process, click Check report in the toolbar. No specific entity is highlighted in the ad-hoc report. The context of the report is inherited from the global context.

For the Trial Balance process, only the Open status can be displayed with an error check. For the IC Matching process, the Open, Submitted, and Closed statuses can be displayed with a warning check.

You can jump to an ad-hoc check report and the Intercompany Reconciliation Status report directly from the Status Monitor grid cell in these ways:

  • For the Trial Balance process, click the status with an error check in the Trial Balance Input and Import Entity Data column for an appropriate entity and select Check Error Details. The ad-hoc check report is displayed.
  • For the IC Matching process, click the status with a warning check in the IC Matching column for an appropriate entity and select Intercompany Reconciliation Status. The Transactions Intercompany Data Entry Status report is displayed.

Entity tab

Presents each process of the entity for the specified configuration set, version, and period. Each process is displayed in a separate lane and contains one or multiple cards that represent process steps. Each card can have an assigned status, which is displayed in a relevant column on the Status Monitor tab.

The cards for the Trial Balance and Intercompany Matching process steps show a check icon. If the step is finished successfully, the success icon is displayed on the card. If the Trial Balance step results in an error, the Error icon is displayed on the card. If the Intercompany Matching step results in incomplete data, the Warning icon is displayed on the card. Click the icon and select Check Summary to view all performed checks on the process step and which of the checks have finished successfully or with an error or incomplete data.

When you click a three dot icon on a card, you can perform these actions:

  • Jump to specific reports in which to perform the operations that are required for a process step.
  • Change the status of a process step from Open to Submitted or, in the case of the Intercompany Matching step if the entity-intercompany transactions have not been fully reconciled, from Open to Submitted (with Warning).
  • If custom entity statuses have been configured in Business Modeling and the Landing Page has been customized to show cards with the custom entity statuses, you can jump from those cards to custom reports. The custom reports are displayed with the context selected on the Entity tab.

Group tab

Presents each process of the group for the specified configuration set, version, and period. Each process is displayed in a separate lane and contains one or multiple cards that represent process steps. You can jump to specific pages from a card by clicking a three dot icon on a card. Each card can have an assigned status, which is displayed in a relevant column on the Status Monitor tab.