Creating an Automated Elimination

Tip: Automated Eliminations cannot be deleted. However, if you create an Automated Elimination in error it can be modified and reused for a new automated elimination.

Note: The dual currency of the selected source companies and the destination company must be the same.

Note: If you retrieve source transactions posted to GLAs that use any currencies other than Dual, then these currencies must be added to the Destination company as accounting currencies.

To create an Automated Elimination:

1. Click the Automated Eliminations tab.
2. Click New on the Automated Eliminations home page or click New Automated Eliminations from the list view.
3. In the Automated Elimination Name field, enter the name you want to use for the Automated Elimination.
4. [Optional] Enter a description for the Automated Elimination.
5. Select the Destination Company to be used. Only elimination companies are available.
6. Select the Destination GLA to be used.
7. [Optional] Select up to four Destination Dimensions.
8. Click Save.

To add Source Companies to an Automated Elimination:

1. From the Automated Elimination details page, click Edit on the Selected Companies related list
2. Select the Source Elimination Company or Companies. Only Companies that are not marked as Elimination Companies are available.

To add filters to an Automated Elimination:

1. Click New on the Automated Elimination Filters Related List.
2. Select the GLA or Dimension value to use as the filter criteria.
3. Select a value in the relevant filter field. You must select a record that matches the filter criteria. For example, if you have selected DIM 1 as the Filter Criteria, then you must select a value in the Dimension 1 filter field.
4. Click Save to save the filter. You can also click Save & New to save the filter and begin to create another.