Set Up a Consolidation Company

To produce consolidated financial reports, first set up a consolidation company into which data from the separate companies/divisions can be gathered.

Create an additional company

Create a company record dedicated to consolidation purposes.

For instructions, see Enterprise Installation - Company tab.

Any number of previously established companies/divisions can be grouped into the consolidation company using Consolidated Financials Control in the General Ledger Maintenance list.

General Ledger setup

For the consolidation company you've created, complete the GL Module Setup page. In the consolidation company, select only the General Ledger module in the Modules tab. All other modules should not be selected. On the General Ledger Installation page, make the fiscal calendar and account code mask identical to those of the other companies.

Important: Do not set up a chart of accounts in the consolidation company.

Consolidated Financials Control

Complete the Consolidated Financials Control page. See Consolidated Financials.

Log in and print reports

Log in to the consolidation company. Select Consolidated Financials Update to combine information from all companies. Select Print Financial Reports to print the reports you want.