Jobs and mapping tables

You must define a job to execute User-defined business rules (UDBR), allocations or advanced formula calculations, either separately in consolidation by steps or in a consolidation with status.

A job is a group of UDBR companies or allocations and advanced formula calculation accounts that you want to include in the consolidation. For UDBR jobs, you also define where in a consolidation with status jobs are executed and in what order. You define jobs in Maintain > Jobs > Define. These jobs can be then selected when you run the UDBR, advanced formula calculations or allocations in consolidation by steps.

To run your jobs in consolidation by status, you must map a default job to the different consolidation types in Maintain > Jobs > Mapping Table. It is the default job that will be used when you run consolidation by status. You can map different jobs to different actualities. You can also exclude UDBR, allocations or advanced formula calculations from the consolidation by status, by making sure that Include User-defined Business Rules, Include Allocations and Include Advanced Formula Calculations in Group > Consolidate with Status are not selected in Group > Consolidate with Status.

You can execute jobs immediately in consolidation by steps or with status, or schedule them to be executed later by using the batch queue. For best results, use the batch queue if you have very large quantities of data.

You can export and import job definitions. For more information, see Export Structures and Import Structures.

  • Ensure that you place allocation calculations in a job in the correct order. Allocations may build on the result from other allocations. You must place allocations that build on each other in the same job.
  • You must include all advanced formula calculation accounts that are related to each other in the same job, but the order of the accounts in the job is irrelevant.