Method Layout

Definition

Customizing tool in consolidation. In a method layout, you establish the prerequisites under which all methods can be defined that are based on that method layout.

Structure

A method layout determines the following:

  • The appearance of the step hierarchy for the methods that are based on that particular method layout

  • Which characteristics and key figures from the consolidation area are used in the methods

  • At which point in the methods these characteristics are visible and/or ready for input

Activities When Defining a Method Layout

You define method layouts in the technical view of the Consolidation Workbench.

  • Specify which characteristics you want to use for the methods that are based on the method layout you are defining:

    • Select the target column.

    • Drag the characteristics to the desired position in the target column. (You can select multiple characteristics with Shift or Ctrl .)

  • Specify whether you want the method to have steps. If you want the method to have steps, drag at least one characteristic to fast entry . If you want to create substeps, proceed in a similar manner by dragging a characteristic to fast entry at the step level.

  • If you want to maintain the values of certain characteristics in the detail screen of the method, drag those characteristics to detail screen .

    You can add additional characteristics in the detail screen of the method.

  • Specify the level (method level or any step level) from which you want the individual components of the method to be visible (for example, in allocation: sender and receiver). To do this, move the arrows to the desired position.

    Note Note

    To remove a characteristic from the method layout when it is no longer needed, drag the characteristic to the list of available characteristics or to the trash can symbol.

    End of the note.

Example

The following figure shows the definition of a method layout in an allocation: