When to use SAP Group Reporting Data Collection Forms
SAP Group Reporting Data Collection forms is the application where your consolidation units can manually enter financial data, non-financials and comments in SAP S/4HANA for group reporting. The application contains pre-delivered forms, and you can also create your own.
Use forms to manually enter package / reported data, and complement ACDOCA released data (for example, sustainability information, statistical information like aging information of AR/AP).
Pre-delivered business content
You can use pre-delivered input schedules, such as Balance Sheet Accounts Detailed by Transaction Types (for example, financial assets, fixed assets, current assets, non-current assets, financial liabilities, provisions or equity), Profit and Loss or inventory Profit (internal margin rate at seller, internal inventory detailed by partners at buyer).
Define your own forms
Create and organize forms and folders in the Manage Forms app tile. You can create new forms or copy predefined forms to the custom folder and use them as templates to create enhanced forms. You can choose the dimensions you want to display. Drag and drop dimensions to the filters, rows, and columns and choose the order in which the dimensions appear.
You can enter formulas in cells, and use these formulas to run calculations, calculate amounts instead of entering them manually, and customize titles.
You can also provide guidelines that explain how to use the form, including, for example, links and screenshots. These guidelines are displayed in the Enter Package Data app to provide guidance when entering data in the form.
Formulas and conditional formatting
Use functions when you create formulas in your forms. You can create formulas using functions in the formula section of the cell view. You can use these formulas to run calculations, calculate amounts instead of entering them manually, and customize titles. Leverage a large variety of formula syntaxes, such as Date and Time, Engineering, Information, Financial, Logical, Lookup and Reference, Math and Trigonometry, Matrix Functions, Operator, Statistical, or Text. Formula results can be saved to the Consolidation Journal Entries (ACDOCU) table. For more information, see Formula Syntaxes.
You can use the Conditional formatting to automatically change the background or font color depending on the value in the cell. If you select Apply Background Color, the background is green if the value in the cell is zero, OK, true, or valid. The background color is orange if the value is a warning, otherwise it’s red. Similarly, if you select Apply Font Color, the font color changes to green, orange, or red. For more information, see Create a Form.
Collect comments
Collect text information using comments. Comments are directly associated to the data. They can be short, which is what the dialog’s size encourages – or up to 10,000 characters, if required in certain cases. For more information, see Enter Comments.
