Costpoint Online Help

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Contents of the Create Consolidation Entries Screen

Use the fields and options to configure the Create Consolidation Entries.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Options

Receiving Location

Field Description
Code

Enter, or click  to select, a receiving location code. Only active location codes are available for selection. The home location of your login company is not available.

For Multicurrency users, Costpoint uses the currency code linked to the receiving locations to convert the sending location's functional currency.

Ending Fiscal Year and Period

Field Description
Fiscal Year

Enter, or click  to select, the fiscal year for which you want this consolidation entry to be created.

Period

Enter, or click  to select, the period for which you want this consolidation entry to be created. Costpoint uses the last subperiod of this period to create the consolidation entry.

Output

This group box is enabled only if the receiving location is external.

Field Description
File Name

Enter a file name for the output file.

File Location

Enter, or click to select, the alternate file location where you want the file stored. Alternate file locations are set up on the Manage Alternate File Locations screen.

Create/update mapping explosion

Select this check box to create the individual account/organizations from the wildcards entered on the Manage Consolidation Acct/Org Mappings screen. Select this check box any time you:

  • Add new accounts or organizations created using wildcards.
  • Add new account/organizations on the Manage Consolidation Acct/Org Mappings screen.

Currency Conversion

Field Description
From

This non-editable field displays the sending company's functional currency.

To

This non-editable field displays the receiving company's functional currency.

Subtask

Subtask Description
Exchange Rates Click this link to open the Exchange Rates subtask, on which you can review the currency and rates Costpoint uses to convert the sending company's functional currency to the receiving company's functional currency. 

This link is enabled only if the From and To currencies are different.

Historical or weighted average historical rates from the RT_BY_PD table do not display in this screen. By default, stockholders' equity accounts are translated using historical exchange rates; you can enter equity account overrides on the Manage Consolidation Equity Accounts Override screen.