Overview Screen for Data Collection

Definition

This screen provides an overview of all methods and manual procedures that belong to a data collection task. From here you can execute the methods or manual procedures.

Structure

The data collection overview screen appears when you execute a data collection task in the consolidation monitor for a given consolidation unit or consolidation group.

This graphic is explained in the accompanying text.

The methods and manual procedures that belong to the task are arranged on this overview screen (according to your customizing settings). You can use these methods and procedures to transfer reported financial data, adjustment and standardizing entries, and additional financial datainto the consolidation system.

You can execute individual methods or manual procedures by choosing the respective symbol in the Execute column. As an alternative, you can execute several methods successively by selecting the respective bundle indicators.

Successive Execution of Methods

On the overview screen, you can select an indicator in the column labeled Bundle for methods that run automatically without user interaction. When you execute the task by choosing Run Successively , the system automatically executes all methods flagged with the indicator. The methods are processed in the sequence in which they appear on the overview screen. To change this sequence, you need to change the customizing settings for the respective data collection method .

You can bundle all methods at once, rather than selecting each method separately. To do this, choose Select All .

Note Note

Note that the selection or deselection of methods affects all methods that belong to the task. This includes methods that might currently be hidden in the hierarchy display of methods.

End of the note.

Methods that rely on user input (such as manual data entry) cannot be run successively. The indicator for these kinds of methods does not appear on the screen.

The toolbar offers the following functions:

Application Toolbar

Symbol	Text	Explanation
	Run Successively	Executes all methods selected for bundling in succession.
	Select All	Selects/deselects all indicators in the Bundle column.
	Deselect All	Selects/deselects all indicators in the Bundle column.
	Expand All	Expands/collapses the selected subtree.
	Collapse All	Expands/collapses the selected subtree.
	Save Layout	Saving of screen layouts works the same way as in the Consolidation Monitor . The bundling indicators are also saved in the layout.
	Delete Layout
	Default Layout
	User-defined Layout