Perform Legal Unit Consolidation

In a manually generated management company structure there are two considerations:

  • A fictive group of a legal unit and sub-units may have been separated. The sub-units are instead connected to other groups than their legal unit. In this case, the legal units are not included in the management structure. The sub-units will then be consolidated into the groups they are connected to with the percentages of the legal unit.
  • If the fictive group of a legal unit and sub-units is kept intact, the legal unit will be consolidated separately as in the legal company structure.

Procedure

  1. On the Group menu, click Consolidate by Steps/Legal Unit Consolidation. The Legal Unit Consolidation window opens.
  2. Enter the Actuality, From period, To period, and OB Actuality. The OB period automatically displays the last period of the previous year.

    The OB period is usually AC, but in connection with budget, full depreciation must be calculated the previous year, and this is found only in the forecast, for example, FC, when the budget is established.

  3. Enter the Consolidation Type you want to use when doing the consolidation.
  4. Enter the Group code for which you want to consolidate.
  5. Click Run to consolidate the legal unit.
    Note: When selecting a group, all underlying legal units are consolidated.