Defining Entity Members

Entities represent the organizational structure of the company, such as divisions, subsidiaries, plants, regions, countries, legal entities, business units, departments, or any organizational unit. They define the consolidation path for data. When you run a consolidation for the Entity dimension, data rolls up from children to parents as defined in the dimension hierarchy. You can create multiple consolidation paths by placing an entity child member under more than one parent. You define entity members by using the attributes in the Entity Member Attributes table.

Table 4-5 Entity Member Attributes

Attribute Description

AllowAdjFromChildren

Specifies whether journal postings from children are permitted for the parent entity. For entities that roll up to more than one parent, you can enable this attribute for the parent entity. Specify Y if journal postings from children are permitted or N if journal postings from children are not permitted.

AllowAdjs

Specifies whether journal postings are permitted for this entity. Specify Y if journal postings are permitted for the entity or N if journal postings are not permitted for the entity.

DefaultParent

Specifies the default parent for the entity.

DefCurrency

Specifies the default currency for the entity. This attribute is required.

Description

Specifies the description for the entity. The description can contain up to 80 characters, including spaces.

HoldingCompany

Specifies the holding company for the entity, which identifies the owner of an entity member. Can be the name of an entity or blank.

IsICP

Specifies whether entities can be partners in intercompany transactions. Specify Y if the entity is an intercompany entity or N if the entity is not an intercompany entity. A member for which you select ICP is automatically displayed as a member in the ICP dimension.

Member

Specifies the name for the entity. This attribute is required. The name must be unique and can contain up to 80 characters including spaces but cannot start with a space.

Do not use these characters in the entity name:

  • Asterisk (*)

  • At sign (@)

  • Comma (,)

  • Curly brackets ({ })

  • Double quotation marks ""

  • Minus sign (-)

  • Number sign (#)

  • Period (.)

  • Plus sign (+)

  • Semicolon (;)

  • Slash mark (/)

You cannot use ALL as the name of an entity.

SecurityAsPartner

This attribute enables you to specify a security class for an entity acting as an intercompany partner. Specifies the name of a valid security class for the ICP entity.

SecurityClass

Specifies the name of a valid security class of users who can access the data of the entity. Security class names can contain up to 80 characters.

UserDefined1, UserDefined2, UserDefined3

Stores custom information for the entity. You can enter a maximum of 256 characters. The UserDefined1, UserDefined2, and UserDefined3 functions retrieve the text stored in this attribute.