Consolidation on a schedule

Run the consolidation automatically at the times you set.

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What it does

The consolidation runs without anyone starting it, at the frequency you choose.

When you need it: The group's figures are fresh every morning.

How it works

In the consolidation company, open Administration › Setup › Intercompany › Consolidation-Automation.
Enter a "Start Date". Each run exports journal entries from that date up to the day it runs.
Choose a "Frequency" (Daily, the default, Weekly or Monthly), set "Execution Time(Hour)" and "Execution Time(Minute)" for each branch code, and choose "Update".
Choose "Start"; the button becomes "Stop". "Export Check Status" and "Import Check Status" show each branch code with its export instances, start and finish times, percentage complete and status.
With several levels, repeat these steps in each consolidation company, from the lowest level up.

Set it up

Besides the window above, the administration console shows the state of the runs. Preferences › Consolidation Configuration names the mode of each consolidation company and holds the "Reset" button. The cockpit's "Consolidation Mode" and "Last Consolidation Execution Status" tiles open the details. Monitoring › Monitor Consolidation lists journal entries that did not reach the consolidation company, filtered by SLD category, posting dates, branch company and consolidation company.

Since: Version 54 (April 2025): the Monitor Consolidation report gained an "Export" button for Microsoft Excel.

Good to know

While the schedule is started, manual consolidation is blocked; stop the schedule first. It cannot be stopped during an export or import.
The user guide advises consolidating month by month: reset on the last day of each month, then set up the schedule again from the first day of the next.
"Reset" clears the export and import queues and ends the processing in flight; figures already in the consolidation companies stay.
A "Cannot obtain lock" error can be retried. Raise the "Consolidation Batch Size", shorten the date range, check the DI proxies and groups against the SLD and the memory given to Tomcat, then reset and run again.
Switch off the schedule before upgrading the Integration Solutions installer.