Use

You use this procedure to define a copy task

Prerequisites

You have created a copy method

Procedure

To create a copy task, go to the process view of the Consolidation Workbench and choose Consolidation Functions → Copy → Task . In the lower left screen area, choose Create from the context menu.

Enter a key for the copy task.

Enter a short name and a medium name for the copy task.

You can assign a consolidation frequency to the copy task.

If you do not assign a consolidation frequency, the task is executed in the consolidation monitor in each consolidation period (according to the consolidation frequency that is defined for the version combination).

Define the processing type.

Using the processing type, you determine the type of organizational unit for the copy method and therefore also determine the usable data streams and posting levels for reported financial data and documents. Assign the copy method to the organizational units depending on your needs.

Specify which data streams you want to copy with this copy task.

The data streams available depend on the processing type (see below).

Optional: Specify one or more source tasks.

When you assign a source task, the system checks the status of the source data. In contrast, for a data collection task with a copy method, the system generally does not check the status of the source data.

The source tasks must use the same processing type as the copy task.

Assign the method for each relevant period category. To do this, select each period category separately. See also the section "Assign Methods for Period Categories" in Defining a Data Collection Task

If you have made a target selection for the document type in the copy method, then the posting levels for the selected document types must match the posting levels for the processing type.

If you selected the Two-sided or Per Consolidation Group processing type, assign the copy method and, in the Consolidation Group , select the consolidation groups for which the copy task is to be executed in the consolidation monitor. You can make complex selections (see Single Selection ).

If you selected the Independent of Consolidation Unit/Group processing type, assign the copy method only.

If you add the copy task to the task sequence, it is assigned to the top node of the consolidation units hierarchy in the consolidation monitor.

If you selected the Per Consolidation Unit processing type and set the Independent of Consolidation Unit(s) option under Assign Method , the copy task is executed in the consolidation monitor for all consolidation units or combinations of consolidation units.

Otherwise, proceed as follows for the Per Consolidation Unit processing type:

Specify all consolidation units or combinations of consolidation units that are valid in the hierarchy.

By default, the system sets the Relevant indicator for each consolidation unit or combination of consolidation units.

Specify a copy method for each consolidation unit or combination of consolidation units (you can specify different copy methods) or deselect the Relevant indicator.

At the time of task execution, for each consolidation unit you either need to have specified a copy method or may not have selected the Relevant indicator. If this is not the case (for example, because the consolidation unit was not specified at all), the system displays an error message because of the missing method assignment. Reasoning: You can explicitly exclude consolidation units from processing. However, typically all consolidation units are always automatically processed.

Specify your preferences for the task log

Specify whether you want to save the log of the last task execution in update mode.

Specify whether the log should be displayed when the task is executed.

Save the copy task.

Result

You can add the copy method in the Task Sequence and execute it in the consolidation monitor.