Change in sub-group

[former_member252358]

Hi there,
I have a scenario to seek your advise:
Expected:
2019.10 Dispose Entity A under sub-group Z
2019.11 Place Entity A under a newly created sub-group Y
Reporting for 2019.10 under sub-group Z : 10 months data
Reporting for 2019.11 under sub-group Y: 1 month data
Reporting for 2019.11 under G_NONE: 11 months data
Current:
Entity A is the sub-group of Z for the whole of 2019 (with group data under sub-group Z till 2019.12). Hence this will be a back-dated change in the ownership.
Question:
How to ensure in 2019.11, there is only one month data (I.e period 11) for the new sub-group Y since LC data uploaded to 2019.11 are having 11 months YTD data?
Thanks!

[former_member252358]

Hi Henk,
Thanks for the reply. For eg: if YTD from P1 to P11 is 1,000. P11 value is 200.

When I load the data for 2019.11, I should load only YTD 200 right? Just to confirm if I were to do that, in G_NONE for 2019.11, I am still able to get 1000 since the entity ID is the same, only the group changes.

[henk_hoogerbrug]

Hello Joan,

I am not sure what's going wrong, but when you maintain your ownership data correctly it should work as expected.

Just maintain only period 2019.11 (not the prior periods) for sub-group Y within the ownership model. When running the consolidation it will only get data into sub-group Y according to the ownership settings (period 2019.11).
Within sub-group Z you should use "leaving" method based multiplier for period 2019.11

Best Regards

Henk Hoogerbrug