Defining Entity Members

By default, the Entity dimension includes a Global Assumptions member in the entity hierarchy. The Global Assumptions member is used to store information such as currency rates. You cannot edit or rename it.

The system also creates the Total Geography member by default. This member is used for system forms. You can create new members as siblings to Total Geography, and you can create a hierarchy under it. You then need to change the Entity member selector in the forms appropriately.

Shared entities must be entities that are also Intercompany Partners. If you share a parent of an entity that is an Intercompany Partner, eliminations will not occur.

You define attributes for Entity dimension members, such as the default currency.

By default, the Consolidation Operator for the Entity dimension is Ignore. A seeded consolidation script performs the consolidation of one entity into another. If the Consolidation Operator property is anything other than Ignore, the results are incorrect. See Aggregation (Consolidation Operator).

To define Entity properties, see Adding or Editing Members.

Note:

You define Entity properties in the same way as other dimensions. However, for Entity names, you cannot include a combination of the period (.) and square bracket ( [ ) characters. This combination of characters is reserved by the system to denote a parent entity. For example:

EN_CONS4040.[CONS4040]EN_4040_TI.[CONS4050]

You can use either the period (.) or square bracket ( ]) individually, but not combined consecutively in an Entity member name.