Define General Configuration - the General 1 Tab

You can define general settings for different functions in IBM® Cognos Controller. Some settings are defined when implementing Cognos Controller and then rarely changed, others may be changed more often.

You can define features such as:

  • The month/week that corresponds to the closing balance and the number of periods in one fiscal year.
  • Which breakpoint is valid for period definitions to determine which century the transaction belongs to.
  • How to handle period locking and how many submissions to use for each period.
  • If it should be possible to import values for locked periods.
  • If data entry should be allowed in local currency only.

Procedure

  1. On the Maintain menu, click Configuration/General. The General Configuration window, the General 1 tab, opens.
  2. Enter the number of the month and week used for closing balances in the Period for Closing Balance text boxes.

    The periods (month and week), correspond to the closing balance, i.e. the year-end calendar period. The closing balance periods may not contain larger numbers than the defined number of periods in one year. Accepted period numbers are 1-99 for both monthly and weekly periods. Full Cognos Controller functionality is only available for 12-13 periods for months and 52-53 periods for weeks.

  3. In the No of Periods in One Year text boxes, enter the number of periods (both months and weeks) of the fiscal year.
  4. In the Breakpoint for Years 1900 and 2000 text box, enter the year that determines to which century a period reference belongs.

    Example: If the breakpoint is set to 60, all periods greater than 60 will be interpreted as 1960 and later. All periods less than or equal to 60 will be interpreted as 2060 and earlier.

  5. Select the Use Period Locking on Company Level check box if you want to enable period locking on company level. In the Closing Version text box, enter the closing version for which to lock the company.
  6. Select the relevant option for submissions per period:
    • Single Submission: Period values can only be reported once for each period.
    • Multiple Submissions: Period values can be reported on several occasions within a period.
  7. Select the Import of Data for Locked Periods Allowed check box to allow import of data for locked companies and periods. This overrides the general company locking, which checks that no data can be imported when a company is locked for data entry.
  8. Select Use only Local Currency to allow input in local currency only in Data Entry - Reported Values.
  9. Click Save and open the General 2 tab.

Results

If you change settings in the general configuration and close the window, most settings take effect immediately. However, some changes require you to reboot Cognos Controller or optimize the database.