Submission Group and Phase Examples

After you set application and dimension member attributes for phases, and define submission groups for dimension members, you can assign submission groups for accounts to each of the submission phases. The assignment applies only to the scenario that supports Process Management. However, the assignment must be done by Scenario and Period.

These examples show sample submission groups and their assignments to submission phases.

Accounts	Submission Group
HistData	0
Cash	1
Invest	1
ICRec	2
ICPay	2
Liability	3
Equity	3
Revenue	4
Expense	4
SuppData1	5
SuppData2	5
Headcount	6
MiscData	6

C1 (Product)	Submission Group
[None}	1
Golf Balls	7
Tennis Balls	8
Soccer Balls	9

Base accounts do not inherit submission groups from parent accounts, and a parent account does not assume any submission group from its children. You must assign a submission group to each account. In this example, the HistData account has a submission group assignment of 0, which means that the account does not require review process.

This example shows submission group assignments by period for the Actual scenario.

Table 15-1 Example: Submission Group Assignment to Submission Phases

Period	Submission Phase 1	Submission Phase 2	Submission Phase 3
January (Single Phase)	1, 2, 3, 4	N/A (No supplemental or product data required)	N/A (No supplemental or product data required)
February	1, 2, 3, 4	N/A	N/A
March (Multiple Phases)	2	1, 3, 4, 7, 8, 9	5, 6
April	1, 2, 3, 4	N/A	N/A
May	1, 2, 3, 4	N/A	N/A
June (Multiple Phases)	2	1, 3, 4, 7, 8, 9	5, 6
July	1, 2, 3, 4	N/A	N/A
August	1, 2, 3, 4	N/A	N/A
September (Multiple Phases)	2	1, 3, 4, 7, 8, 9	5, 6
October	1, 2, 3, 4	N/A	N/A
November	1, 2, 3, 4	N/A	N/A
December (Multiple Phases)	2	1, 3, 4, 7, 8, 9	5, 6

January — Single Phase Assignment

For the January monthly close, in this example, Process Management is required for Submission Phase 1 but not required for Submission Phases 2 and 3. Since this is a short monthly close cycle, a Intercompany, Balance Sheet, and Profit/Loss data (Groups 1, 2, 3, and 4) is submitted in the same submission phase. Supplemental data is not required.

March — Multiple Phase Assignment

During the March quarterly close, Process Management utilizes data submission across multiple phases.

Submission Phase 1 in this example requires intercompany data, so includes data for ICRec and ICPay accounts; in this example, all accounts with a submission group assignment of 2.

Submission Phase 2 for March contains Balance Sheet and Profit/Loss accounts (Cash, Invest, Liability, Equity, Revenue, and Expense accounts); in this example, all accounts with a submission group assignment of 1, 3, or 4.

Submission Phase 3 for March includes supplemental data, and contains supplemental data accounts such as SuppData1, SuppData2, Headcount, and MiscData; in this example, all accounts with a submission group assignment of 5 and 6.