Copying Ownership Data

To navigate to Copy Ownership Data:

  1. Select Application > Consolidation. Consolidation: Manage Ownership screen opens.
  2. Select the period as P12.
  3. Click Actions and from the drop-down select Copy Ownership Data to Next Year.

Copy Ownership Data to Next Year

Note:

If any entity is in locked state in the destination period (first period of the following year) then the copy operation will be terminated with an error message.

When you have five or less than five locked entities in the destination period, an error message is displayed.

Error Message - five or less than five locked entities

When you have more than five locked entities in the destination period, the first 5 entity names are displayed in an error message.

Error Message - more than five locked entities

Note:

The Copy Ownership Data to Next Year data is processed successfully even if entities are in Not Started/Unlocked state in the destination period.

See also: Managing Ownership and Importing and Exporting Ownership Data