Customizing the Movement Dimension Hierarchy

You can create additional user-defined members under the Movement dimension to run consolidation and translations for these members.

No out of box opening balances movement or CTA (Currency Translation Adjustments) calculations are provided.

To create customized Movement dimension members:

1. From the Home page, select the Navigator , then under Create and Manage, select Dimensions.
2. From Dimensions, select Movement.
   
   
3. Expand FCCS_Movements, and then click Add Child .
4. On the Add Child screen, enter the name of the new Movement member (for example, IncomeSegmentsTotal ).
   
   
5. Complete fields for the new custom Movement members on the Add Child screen, based on the following restrictions:

   Table 5-2 Movement Member Property Restrictions

   Property	Base Member	Parent Member	Comment
   Name	Name does not start with: "TRCS_" "FCCS_" "PBCS_"	Name does not start with: "TRCS_" "FCCS_" "PBCS_"	Reserved key words: "TRCS_" "FCCS_" "PBCS_"
   Alias	Alias is unique across dimensions members	Alias is unique across dimensions members	If the Alias is not unique, an error is generated when using the Alias in reports or Smart View.
   Data Storage	Store	Use one of the following Store Never Share	Do not use Dynamic Calc
   Two Pass Calculation	Unchecked	Unchecked
   Plan Type	Consol	Consol	Uncheck other Plan Types
   Data Type	Unspecified	Unspecified

6. Click Save, and then click Refresh Database
7. Repeat steps 4 through 6 to add all members to complete the Movements hierarchy under FCCS_Movements. For example:

   Table 5-3 Movement Hierarchy Example

   FCCS_Movements	Parent Entity	Child Entities
   	IncomeSegmentsTotal - Income Segments - Total
   		TBClosing (Shared) RecExp - Recovered Expenses UnExp - Unusual Income and Expenses ProfitBrands - Profit on Local Brands ProfitRelParties - Profit from Related Parties

8. Select Account as the dimension, then expand FCCS_Income Statement, and then click Add Child . Add the children that you require for the Accounts hierarchy.
9. From the Home page, select the Navigator , then under Create and Manage, select Forms.
10. Create the custom form, using the members that you created, and then Consolidate.
    1. On Forms, click Add and enter the name of the new custom report.
    2. On the Properties tab, enter the name of the report.
    3. On the Layout tab, select the POV, and Rows and Columns for the report.
    4. On the Business Rules tab, add the following rules:
       • Consol - Rule - Consolidate
       • Consol - Rule - Translate
11. Click Save for the new report.
12. From the Home page, click Library and select the new form.
13. Input data, then click Save.
14. Click Consolidate. You can verify data at the parent entity.
15. Optional: If you are using a different currency, click Translate. You can verify data at the parent entity.