Creating Check Entity Groups

A check entity group consists of one or more target-system entities. When a check report is generated, the entities of the entity groups that are assigned to the report location are consolidated and displayed in the report. You activate check entity groups by assigning them to locations. You define the check entities of a check entity group by entering values in the fields of the check entities form of the Check Entities screen.

The Check Entity Group screen consists of three grids:

Check Entity Group Summary—Summary area that lists the names of the check entity group, and enables you to create a new check entity group.
Check Entity Group Details—Detail area where you can name and describe the check entity group.
Entity Details—Detail area where you can add information about the entity.

To add a check entity group:

On the Setup tab, under Data Load Setup, select Check Entity Group.
On the Check Entity Group grid, click Add.
A blank row is added at the top of the grid.
From the Check Entity Group Detail area, enter the check entity group name in the Name field.
Optional: In the Description field, enter a description of the check entity group.
Click Save.

To add an entity detail:

In Check Entity Group summary grid, select a check entity group.
In Entity details grid, click Add.
Blank options lines are displayed.
Complete the following fields:
- Parent
- Entity
- Consolidate
- On Report
- Sequence
Click Save.

Table 42. Entity Detail Options and Descriptions

Option	Description
Parent	Specify the organization in which the entity is consolidated. For other target systems, you select the parent of the entity. If the Consolidate option is not selected, the selection is irrelevant.
Script Name	For Planning and Essbase calculation scripts, specify the calculation script name to execute. This field is only available when the Check Entity Calculation method is set to “calculation script” in the Essbase or Planning application options.
Calc Script Parameters	Click to browse and set the script for the calculation script on the Set Calculation Script Parameters screen. You can also add a calculation script on the Set Calculation Script Parameters screen. As part of the check rule process, FDMEE references any calculation script parameters included in custom calculation scripts. A calculation script is a series of calculation commands, equations, and formulas that enable you to define calculations other than those defined by the database outline. Calculation scripts are defined in Essbase and Planning target application options, see Using Calculation Scripts. This field is only available when the Check Entity Calculation method is set to“ calculation script” in the Essbase or Planning application options. If the Check Entity Calculation method is set to “dynamic”, this field is unavailable.
Entity	Specify the target entity to consolidate and display in the check report. If the Consolidate option is selected, the entity is consolidated before it is displayed in the check report.
Consolidate	Select to consolidate an entity prior to displaying it in the check report. Planning—Runs the default calculation or calculation script specified in the Calc Script Name depending on the “Check Entity Calculation Method” property of the target Application. Essbase—Runs the default calculation or calculation script specified in the Calc Script Name depending on the “Check Entity Calculation Method” property of the target Application. Financial Management—The consolidation of data occurs in the Financial Management database.
On Report	The option selected in the On Report column determines whether an entity is displayed in the check report. If On Report is not selected and Consolidate is selected, the entity is consolidated but not displayed.
Sequence	Specify the order in which entities are consolidated and displayed in the check report. It is good practice to increment the sequence number by 10, to provide a range for the insertion of entities.