6.1.1 Global Preferences

To set the Global Preferences, perform the following steps:
  1. From the LHS Menu, navigate to Setup Configurationsand select Preferences.
  2. Under Global Preferences, enter the values as described in the following table.

    Table 6-1 Global Preferences

    Parameter Description
    Date Format

    Select one value from the following list:

    • dd-MMM-yy
    • yyyy/MM/dd
    • MM/dd/yyyy
    • dd.MM.yyyy
    • MM-dd-yyyy
    • yyyy.MM.dd
    • yyyy/MMM/dd
    • dd-MMM-yyyy
    • dd/MMM/yyyy
    • yyyy.MMM.dd
    • dd/MM/yyyy
    • MM.dd.yyyy
    • dd-MM-yyyy
    • yyyy-MM-dd
    • dd.MMM.yyyy
    • yyyy-MMM-dd
    Pagination Count Pagination Records determine how many rows are displayed on summary and other screens. If you select Pagination Records to be 25 records, then any screen displaying results in a tabular format displays a maximum of 25 records.
    Group Company Legal Hierarchy This displays list of Legal Entity hierarchies that are configured in Dimension Management. Select one hierarchy that you want to use as the default legal entity.
    Currency Rate Provider

    This displays list of providers of Currency Exchange Rate. Value “Default” is seeded and selected as default.

    If you load Exchange Rates from more than one source like Reuters and Bloomberg then select one which you want the engine to use during processing.

    Members of dimension Rate Data Source are displayed in the drop-down list.

    Functional Currency A common functional currency is required which can be set here. This is required to consolidate the accounts' balances or charges at multiple hierarchy levels.
  3. Click Save to confirm the changes or click Reset to Default to reset the Custom Configuration.