Set Task Sequence

When you define a task sequence, you determine which consolidation tasks you would like to trigger from Consolidation Monitor, as well as set the sequence of tasks to be displayed in Consolidation Monitor.

For each business rule type below is a corresponding consolidation task type:

  • Currency translation

  • Account-based calculation

  • Intercompany booking

  • Carry forward

  • Elimination and adjustment

  • US elimination

If you have enabled work status and controls for models, two additional rule types are available:

  • Work status

  • Controls

To add a task to a model, you need to define general settings and specific settings for the task. In General Settings, you specify the periods to which the task applies. By selecting Every Period with 000 Period or Every Period without 000 Period, you define the frequency as every period. 000 means a financial period 000 that starts before all other existing periods is included. By entering one or more values manually in the Periods field, you specify on which periods the task is executed. You can also specify the category dimension members in General Settings. Later, when users execute tasks in Consolidation Monitor, only the tasks whose periods and category members match the context time and category dimension members display.

In Task Specific Settings, you use Other Dimension Filter to restrict members for dimensions other than the ones in General Settings. To do this, follow this format:

  • Prefix for hierarchy version: !

  • Prefix for InfoObject name: #

  • Prefix for dimension members: !

  • Compounding dimension member: <Superior dimension member>/<dimension member>

  • Dimension member separator: ,

  • InfoObject (Dimension) separator: ;

Example

The superior dimension of C1000 and C2000 is China. If you want to choose C1000 and C2000 of the entity dimension ZPAKENT from the V1 version of hierarchy H1 and you select P1 from the user-defined dimension PRODUCT, you enter the formula below in the Other Dimension Filter field:

ZPAKENT=H1!V1#ZPAKENT!China/C1000,H1!V1#ZPAKENT!China/C2000; PRODUCT=P1

Through the task-specific settings you can customize tasks of the same task type and use different task names to identify these tasks. For example, you can define two account-based calculation tasks and give them different task names. Then you can go to Consolidation Monitor and select either of the account-based calculations to trigger the corresponding task.

Activities

To add or modify business rule tasks, follow these steps:

  1. Go to Start of the navigation pathAdministration Next navigation step Rules Next navigation step Task SequencesEnd of the navigation path.

  2. Click the hyperlinks of the consolidation model for which you want to define task sequences.

  3. Click Add to add a new task. You are required to enter a task name. If you enter a task name and description, the description displays as the name of the task in Consolidation Monitor.

  4. Define General Settings and Task Specific Settings.

  5. After adding the tasks, you can delete a task or change its sequence in the task list.

  6. Click Show All Settings to further set the task sequence:

    • To enable dependencies among tasks based on their sequence in the task list, select Enable Task Dependency. After that when you re-execute a task in Consolidation Monitor, the status of all the tasks following that task is reset to To be Executed as well.

    • To allow users to further change the selection range on which you execute business rules, controls, and work statuses when clicking the Execute button in Consolidation Monitor, select Allow to Change Settings in Consolidation Monitor.

    • To enable the real-time consolidation Periodic check, select Enable Data Submit Check. This allows you to drill down to related S/4 HANA reports to show the data submitted by entity or group. For detailed information, refer to SAP note 2375986 Information published on SAP site.