Copying Configurations Across Scenarios, Years, and Periods

Performing rollovers limits you to rolling data from one Period to the next Period within a single Scenario.

If you want copy data from a specified Source to a specified Target, you can use Copy Configuration. This option enables you to copy Configurations and Rules across a Scenario, Year and multiple Periods. You can create the one-to-one copy of a selected Source configuration to be copied to a selected Target. You can also copy data to multiple Target periods.

The Copy Configuration must be performed by the System Administrator or a Power User.

To copy a configuration:

  1. From the Home page, select Application, and then Configuration.
  2. On the Configure screen, select Copy Configuration.
  3. Under Select data to be copied from source to target, select the options you want to include in the configuration:
    • Tax Rates (Opening)
    • Tax Rates (Current and Closing)
    • FX Rates (Average and Ending)
    • Tax Automation Rules
    • Year of Expiration in Tax Losses/Credits
    • Interim Provision Loss Entities
    • TAR Automation Rules
    • CbCR Automation Rules
    • CbCR Filing

    Note:

    The following features are only displayed on the Copy Configuration screen if the feature has been enabled for the application:
    • FX Rates (Average and Ending) for a multi-currency application only.
    • Interim Provision Loss Entities, if Interim Provision is enabled in the application.
    • CbCR Automation Rules and CbCR Filing, if CbCR is enabled in the application.

    For each selected feature, the configuration knows which intersections are required. You do not have to make any other selections, such as dimension members, and so on.

  4. Under Source, enter the Scenario, Year, and Period you want to use as the Source POV.

    Note:

    The Data Status for the Target POV will only be impacted if the following conditions are met:
    • Entities to be used for the configuration are unlocked.
    • Data Status of the Source cannot be "No Data".
  5. Under Target, enter the Scenario, Year, and Period you want to use as the Target POV.

    Note:

    All the Target selections are single selections, with the exception of the Target Period. You can select multiple target periods for the copy configuration. Enter the multiple target periods separated by a comma, but no spaces (for example, P1,P2,P3,P4). Ensure the Source Period is not used as one of the Target periods if the Source Scenario and Year are the same as Target Scenario and Year.
  6. Click Run.

    A job is created for each rule to be run. Unlike the Rollover operation, the Copy Configuration submits all rules at once so you do not have to wait for all jobs to be completed. You can monitor job completion progress on the Jobs screen.

    When the user runs the Copy Configuration, the Data Status for the Target POV is impacted for all unlocked entities.

  7. From the Home page, select Application, and then Jobs.
  8. On the Jobs tab, select the Copy jobs to review the status. For further information on the selected job, click the Job Name to see Job Details.
  9. From the Home page, select Data Status to verify the Copy Configuration has been completed and shows the Impacted status for the selected Target POV.
  10. Select the Target POVs to ensure the Copy Configuration has been completed.