Forum Discussion

OS_Love's avatar
OS_Love
New Contributor III
2 years ago

Running Consolidation from WF

I need to run consolidation from WF using the calculation definition upto the immediate parent of each entity level WF. what would the step to do that?

  • Thomas_Bennett's avatar
    Thomas_Bennett
    New Contributor III

    I believe you need a Import Validate,Process workflow 

    Then set up a calculation definition:

    It comes with a handy Load+Process button to run both steps at the same time.

     

    • OS_Love's avatar
      OS_Love
      New Contributor III

      Yes. 

      In the calculation definition- Do we assign the parent entity in the entity column or the WF entity  to run the conso upto the parent entity of the WF entity?

  • Harv's avatar
    Harv
    New Contributor III

    Will the consolidation run to the immediate parent if in Calculation definition Tab the Parent is left "Unassigned" and Calc Type is "Consolidate" and Cons is "Top"?