Reviewing of Components of the Equitization Process

The Equitization process includes the following components:

Field or Control	Description
Data	Data used for calculation comes from ledgers for all the subsidiary business units involved. Different business units can use different ledgers so long as they are within the same physical ledger table (that is, share the same ledger template) and the same currency code. For example, M0004 uses ledger ACTUALS in the Equitization process, which specified the U.S. dollar as the transaction currency. M0002 uses its U.S. dollar ledger REPORTS in the process because its primary ledger ACTUALS uses the Canadian dollar as its base currency. On the Ledger Sets page, define which ledgers are used in the process within each business unit, keyed by consolidation trees.
Scope	Specify which business units to cover during Equitization by creating a business unit tree. You also define the ownership relationships on the Subsidiary Ownership page, specifying subsidiary entities and parent entities with their percentage of ownership. Any parent-subsidiary sets included in the business unit tree are included in the Equitization process. If you are also performing Consolidations, Equitization can share the consolidation tree with the Consolidation process, as well as the ownership sets, if applicable.
Rules	The Equitization Rules component allows you to specify the equitization Source, Target, Subsidiary Offset, and Minority Interest entries. You can then group multiple equitization rules together on the Equitization Group page.
Process	Specify run options for the Equitization background process on the Equitization Request page. General Ledger creates journal entries based on the equitization rules and scope, and you can edit these journals as part of Equitization. If you need to rerun the Equitization process , select theUndo Previous Process field on the Equitization Request page to reverse all previous processing. If the process fails, unlock all journals before rerunning unpost.