Execute a Control Set

Perform these steps to execute controls and monitor their progress.

Prerequisites

An administrator has given you the Execute Controls access right.

You have read access to the data region for which controls are to be executed.

A category/time pair has been assigned in Planning and Consolidation Administration to the control set you want to execute. See Working with Control Sets.

Procedure

In Consolidation Controls Monitor, select the entity or group of entities required and click Run Controls.

The results are displayed in the Controls Monitor page.

Note

For loaded data, when the property Bypass LC in ctrls in the Entity dimension is left blank for a given member, the Local Currency member (LC) of the Reporting Currency dimension is used to run controls.

To bypass this, you can set the property Bypass LC in ctrls to " Y"; which means the currency specified for the entity (for example, EUR) is used to run controls.

Controls are executed according to the control level associated to the selected entity.

Example

If the entity on which controls are executed is Basic (Control Level 1), then only Level 1 controls are executed within the relevant control set. If the entity on which controls are executed is Standard (Control Level 2), then Level 1 and 2 controls are executed. If no control level is associated to the selected entity, all controls are executed for the selected entity.

A specific Data Manager package can trigger the execution of a control set.