Understanding Organizational Structure Requirements

Before you can define consolidation rules and establish consolidation models, you must define the supporting data that describes your organizational structure, including:

General options

These include installation options, country and state information, accounting calendars, timespans, currency-related tables, user defaults, units of measurement, market rates, and so on.

Business units

These include all hierarchical entities on the consolidation tree.

Elimination entities

Entities used to book intercompany eliminations.

Account types, accounts, and account nodes

These include the accounts, their account types (categories such as Asset, Liability and so on), and the account nodes to be used on account rollup trees.

Ledger templates and ledgers

The ledger used for consolidation.

Models and scenarios

Models and scenarios by which to group and process consolidation data.

Trees

These include trees to establish the account rollup and consolidation entity hierarchy.

These topics here are covered in detail in the PeopleSoft Enterprise Performance Management Fundamentals 9.1 Documentaion The information covered in these topics provides supplemental details that are specific to Global Consolidations.