"CP-Cons" Data Source Type

The following functions can be shared for a "CP-Cons" data source:

Read master data:

The user can read a client's master data (reporting periods, streams, stream settings, currency list, countries, individual companies, groups, group structure, tax types and segments).

Edit master data:

The user can edit a client's master data.

Consolidate:

The user can carry out the functions of the consolidated entity (acquisitions, sales, transitional consolidation) and the individual consolidation steps.

Lock content:

The user can lock and unlock the individual time steps.

Edit structures:

The user can edit all structural functions, e.g. the classification assignment, chart of accounts structure editor, chart of accounts assignment, account assignment, chart of accounts mapping, analysis structure editor and analysis column mapping.

Edit consolidation parameters:

The user can edit the company settings and the consolidation settings.

Full data source access:

This function right permits a role to edit the data sources without any access restrictions. All restrictions which may be set in the section share are cancelled by this function right. Furthermore, since this right covers every function which exists in Corporate Planner, there is no need to assign any other function rights to that role.

Assign currencies:

This function right permits a role to connect available currencies and currency sets from the currency database.

Update currencies:

This function right permits a role to transfer exchange rates from the currency database.