Adding Consolidation Methods

If you are a Service Administrator, you can add new consolidation methods.

To add a new consolidation method:

  1. On the Home page, click Application and then click Consolidation.
  2. Click Manage Ownership.
  3. From the Actions menu, select Manage Consolidation Methods.
  4. Click the Actions ellipsis (...) on a method row above or below the position in which the new method should be inserted.

  5. Select either Add New Method Below or Add New Method Above.

    If the new row is added within the range-based rows or immediately below the last range-based row, then a range-based new method will be added.

    If the new row is inserted elsewhere, the new method will have no range assigned.

  6. Required: Enter a name for the method.

  7. The Control setting will default to Yes and the Consolidation % will default to 100%. You can modify these settings as required.

    If Control is changed to No, then Consolidation % will change to 0% but can then be amended.

    If Control is changed back to Yes, then Consolidation % will change to 100% but can then be amended.

  8. If the new method displays the Ownership % Range, select the operator and ownership % for the lower and upper ranges. The settings of the lower range of the method above and the upper range of the method below will change as required to maintain a continuous range from 0 to 100.

  9. If the new method displays the Ownership % Range and a range entry is not required, click Actions (...) and select Remove Range.

  10. If the new method does not display a range slider bar and a range entry is required, click Actions in the relevant method row and select Add Range. Follow the steps described in "Adding a Range to a System Method".

  11. Click Save to save your changes.

    When you click Save, the settings will be validated and you must correct any errors before the changes are saved and you close the screen.


    It is recommended that you save your changes after completing changes for a single method rather than making multiple method changes and then saving.
  12. After you make changes to the Consolidation Methods range settings, you must recompute the POV-specific ownership data. A warning message will be displayed at the top of the Manage Ownership screen if the data has not been re-computed.

    See Recomputing Ownership Data.