Nonperiodic Copying

Use

You use this function to copy the following types of data from another version combination or another group currency within the same physical data stream of a data basis and within a consolidation area:

  • Reported financial data ( posting level 00)

  • Documents (posting levels 01, 02, 10, 12, 20, 22, and 30)

  • Additional financial data

Integration

After making your Customizing settings for nonperiodic copying in the Consolidation Workbench, you execute the function in the Consolidation Workbench, as well.

Differences to Periodic Copying

The status management function is not available for nonperiodic copying because you execute nonperiodic copying in the Consolidation Workbench (in contrast to periodic copying, which you execute in the Consolidation Monitor).

If, instead of nonperiodic copying of data, you want periodic copying, use the copy method . You can also copy data from another consolidation area if the following applies: You assigned the copy method to a data collection method , and you assign this method to a data collection task that you execute in the consolidation monitor.

Nonperiodic copying supports simple selections only, whereas periodic copying supports complex selections , as well.

Prerequisites

The data stream you want to copy has been defined in the data basis.

If you want to copy data to another version, the target version must already be defined.

Features

The Consolidation Workbench offers a different selection screen for each data stream used in a given consolidation area. You can save your selection screen settings as a variant, and load the saved variant as desired.

You enter the source and target parameters for the copy process in the Parameter Changes group box. In the From column, you enter the source parameters, such as, the version from which you are copying the data. In the To column, you enter the target parameters, such as, the version to which you want to copy the data. The system shows the permanent parameters of the consolidation area, both for the source and for the target. Of these parameters, you can use the following for selecting the source and target:

  • Version

    A common scenario here is copying an actual version to a plan version.

  • Currency key for group currency

    If you want to copy data to a different group currency, enter the translation method in the Currency Translation Method field.

  • Posting period and fiscal year

    You can use a copy process to copy data for a period, for instance from 2005/003 to 2006/003.

    To copy data from multiple periods, proceed as follows:

    • Only for the data streams Reported Data , Documents and Sequence of Activities, you can set the Cumulative indicator. If you set this indicator, the system selects all data records with the corresponding key up to, and including, the specified period. If it is not set, only the data records of the specified period are selected.

    • For the other data streams, you have to explicitly execute the copy process for each individual source period.

In the Organizational Units group box of the selection screen (for all data streams except sequence of activities), select the organizational units for which you want to copy data.

The Selection group box on the selection screen offers additional characteristics you can use to limit the data selection.

In the Technical Settings group box on the selection screen, you can specify if the system executes the copy function as a test run or an update run. You can also specify if the system logs the changes made using nonperiodic copying.

Activities

  1. In the process view of the Consolidation Workbench, go to Start of the navigation path Consolidation Functions Next navigation step Other Functions Next navigation step Copy End of the navigation path , and select the data stream you want to copy.

  2. Specify the source and target parameters in the selection screen and make any restrictions to the characteristic values.

  3. Choose Execute .

    The system executes nonperiodic copying.