Duplicate an ownership structure period

Rather than define another period from scratch for an ownership structure, you can duplicate an existing previous period when your ownership structure changes. You can then edit the duplicated data as needed. For instance, you can add or remove a subsidiary entity for that period or change ownership percent.

Previous step: Define consolidation rules for a period.

Duplicate a period on the ownership structure periods page

You can create a new period from an ownership structure period page and populate the period with the data from a previous period.

1. Go to Consolidation > Setup > Ownership structures.
2. Select the ownership structure that you want to edit.

   The Ownership structure periods for <ownership structure name> page is shown.

3. Select Add a period.

   The Add new period for <ownership structure name> page is shown.

4. Select the Reporting period effective start date.
5. Select Populate from prior period to populate the period with the data from the previously defined period.
6. Edit the entities as needed.
7. If you’re adding a new parent entity, enter the new book details for the ownership structure period as described in Field descriptions: Ownership structure periods and Consolidation rules.
8. Select Activate to save and activate the ownership structure period.

1. Go to Consolidation > Setup > Ownership structures.
2. Select Structure period next to the ownership structure that you want to edit.

   The Ownership structure periods for <ownership structure name> page are shown.

3. Select +Create.

   The Add new period for <ownership structure name> page is shown.

4. Select the Reporting period effective start date.
5. Select Populate from prior period to populate the period with the data from the previously defined period.
6. Edit the entities as needed.
7. If you are adding a new parent entity, enter the new book details for the ownership structure period as described in Field descriptions: Ownership structure periods and Consolidation rules.
8. Select Activate to save and activate the ownership structure period.

Next step: Consolidate an ownership structure

Duplicate a period from the Consolidate page

You can duplicate a period for an ownership structure from the Consolidate Ownership Structure page.

1. Go to Consolidation > All > Consolidate structure.
2. Select the ownership structure that you want to edit.

   The Ownership structure periods for <ownership structure name> page are shown.

3. Select Add a period.

   The Add new period for <ownership structure name> page is shown.

4. Select the Reporting period effective start date.
5. Select Populate from prior period to populate the period with the data from the previously defined period.
6. Edit the entities as needed.
7. If you’re adding a new parent entity, enter the new book details for the ownership structure period as described in Field descriptions: Ownership structure periods and Consolidation rules.
8. Select Activate to save and activate the ownership structure period.

1. Go to Consolidation > All > Consolidate structure.
2. Select Structure period next to the ownership structure that you want to edit.

   The Ownership structure periods for <Ownership structure name> page is shown.

3. Select +Create.

   The Add new period for <ownership structure name> page is shown.

4. Select the Reporting period effective start date.
5. Select Populate from prior period to populate the period with the data from the previously defined period.
6. Edit the entities as needed.
7. If you’re adding a new parent entity, enter the new book details for the ownership structure period as described in Field descriptions: Ownership structure periods and Consolidation rules.
8. Select Activate to save and activate the ownership structure period.

Next step: Consolidate an ownership structure