Data Collection Task - SAP Documentation

Use

You use data collection tasks to execute data collection methods in the consolidation monitor.

Integration

Data collection tasks are linked to the task hierarchy of the consolidation area.

To be able to use a data collection task, you have to create a data collection method . You need the data collection method to link to automatic data collection procedures, such as methods for flexible upload or loading from the data stream , or to manually enter additional financial data.

Features

How a data collection task is carried out depends on the following settings:

Using the consolidation frequency , you determine in which periods the consolidation monitor performs the data collection task.
Using the processing type, you determine the type of organizational unit for the data collection and therefore also determine the usable posting levels for data collection of totals data and documents. Dependent on this setting, you assign organizational units to the data collection method. For more information, see the section "Processing Type."
Using the period category , you can assign various data collection methods with a dependency on the period category (see the example in the section "Assign Methods for Period Categories" in Defining a Data Collection Task ). When executing a data collection task, the system checks which period category applies and executes the data collection method assigned to that period category.
You assign the data collection method that is to be processed when carrying out the task for the given period category. For each data collection method, you specify the organizational units on which it should be used. The range of organizational units depends on the processing type.

Processing Type

The consolidation monitor executes a task either on consolidation groups or on consolidation units. The processing type is determined by the organizational unit for the data collection. This also affects the method assignment, the posting levels that can be used for reported financial data and documents, as well as the additional financial data.

The following table shows the method assignment and its dependence on the processing type:

Method Assignment and Dependence on Processing Type

Processing Type	Method Assignment
Per consolidation unit	The data collection task is executed in the consolidation monitor, either for all consolidation units or combination of consolidation units, or for those that you entered in the Assignment of Methods group box. (Prerequisite: You designated that the consolidation unit or combination of consolidation units are relevant, and assigned a data collection method to them.)
Two-sided	The data collection task, and thereby the data collection method, that you entered in the Assignment of Methods group box is executed in the consolidation monitor for the consolidation groups that you entered in the Consolidation Group group box.
Per consolidation group	The data collection task, and thereby the data collection method, that you entered in the Assignment of Methods group box is executed in the consolidation monitor for the consolidation groups that you entered in the Consolidation Group group box.
Independent of consolidation unit/group	With this processing type, the data collection method is only allowed to contain the data streams for Sequence of Activities, Activity Sorting, and Activity Numbers ( not for the copy method). The data collection task is executed in the consolidation monitor for the top nodes of the consolidation unit hierarchy.

The following table shows, for each processing type, the usable posting levels for data collection of reported financial data and documents, as well as the usable data streams for data collection of additional financial data.

Available Posting Levels and Additional Financial Data per Processing Type

Processing Type	Usable Posting Levels	Usable Additional Financial Data
Per consolidation unit	00, 01, 10	All additional financial data, but not data streams Noncurrent assets – consolidated Sequence of activities Activity sorting Note: You can manually enter the sequence of activities in this processing type.
Two-sided	20	–
Per consolidation group	02, 12, 22, 30	Noncurrent assets – consolidated
Independent of consolidation unit/group	–	Only these data streams: Sequence of activities Activity sorting Activity numbers ( not for the copy method)

Note Note

The data collection procedure you use must be compatible with the processing type. Example: If you choose the Per Consolidation Group processing type, then the data collection procedures are not allowed to copy reported financial data with posting level 00 or documents with the posting levels 01, 10 and 20.

End of the note.

Activities

You can make Customizing settings for data collection tasks in the process view of the consolidation workbench by choosing Start of the navigation path Consolidation Functions Next navigation step Data Collection Task. End of the navigation path For more information, see Defining a Data Collection Task .