Create a Consolidation Unit
As part of the ABC Corporation project, you need to create several consolidation units. There are three ways to create consolidation units:
- Manually
- Copy from an existing consolidation unit
- File upload
To become familiar with the master record, let's walk through the manual creation process.
You can access existing and create new consolidation units from the Define Consolidation Units app.
In the following image, notice that Consolidation Version and Fiscal Year and Period are needed because the master data is version and time-dependent.

When you choose Create, enter the following:
- Consolidation Unit ID:
- For integrated consolidation units with the preparation ledger on, there are two options:
- Enter an id that matches the underlying company in accounting. In this case, no substitution is needed.
- Enter a user-defined id up to six characters long. In this case, a substitution is required.
- For integrated consolidation units with the preparation ledger off, enter an id that matches the underlying company in accounting.
- For integrated consolidation units with the preparation ledger on, there are two options:
- Partner Unit Only: A consolidation unit is specified as a partner unit if it isn’t relevant for a consolidation process. If you select this checkbox, the time and version-dependent attributes are disabled.

Basic Data
In the basic data, enter the descriptions, and Country. You can add a URL link that points to a place with further information about your consolidation unit, such as a wiki page.
Attributes with Dependencies
- Information tooltip: the current time and version is displayed. Due to special versions, multiple versions are affected by any changes.
- Local Currency: Specify the local currency for the consolidation unit. You can only edit the Local Currency field when maintaining the consolidation unit in period 001 of a fiscal year or when creating a new consolidation unit. The local currency for integrated consolidation units must match the local currency of the underlying company code.
- Company: Enter the company in accounting that provides data to this consolidation unit.

Time and Version Dependent Attributes
- Consolidation Unit is Partner Unit Only: This is the same as the Partner Unit Only setting explained previously.
- Currency Translation Method: The translation method determines the exchange rate used for specific FS items, and how translation and rounding differences are posted. Required if the local currency is different from the group currency.
- Tax Rate: Percentage used to calculate deferred taxes.
- Deviating Fiscal Year Variant (FYV):
- If the preparation ledger is on, this field isn't available for input and will display: Doesn't Apply to Reporting Preparation Ledger. In this case, the FYV in the version needs to match the FYV of the company code for an integrated consolidation unit.
- If the preparation ledger is off, this field is needed when the FYV for the consolidation unit differs from the underlying version.
- Universal Data Integration:
- No Integration: This is for non-SAP S/4HANA companies.
- Transfer from Universal Journal: This is enabled when the company data from SAP S/4HANA ACDOCA is released to consolidation units in ACDOCU.
- Upload Method: This is the default method used for file imports.
- Data Collection Selection: You can assign a value for the data collection selection attribute to the consolidation unit. You can then use the attribute to select consolidation units in package definitions in SAP Group Reporting Data Collection.
- Partner Selection: You can assign a value for the partner selection attribute to the consolidation unit. You can then use the attribute to select consolidation units with the same value so that they can be processed together.
- Posting Rule Selection: You can assign a value for the posting rule selection attribute to the consolidation unit. You can then use the attribute to select the consolidation units to be used as a trigger in a reclassification.
- Validation Selection: You can assign a validation selection attribute to the consolidation unit. You can then use the attribute to select consolidation units with the same value so that they can be processed together.
Note
Values for the selection attributes are maintained in Group Reporting Configuration → Master Data → Define Consolidation Unit Attribute Values.Note
If the preparation ledger is off, there are two more fields:- Source for Local Currency Key Figure:
- Pertains to integrated consolidation units.
- Determines the source field in ACDOCA to update the ACDOCU local currency.
- Source for Group Currency Key Figure:
- Relates to integrated consolidation units.
- Determines the source field in ACDOCA to update the ACDOCU group currency.
Note
Use this link for more information about Deferred Income Taxes: Deferred Income Taxes
Language-Dependent Texts
You can maintain, change, and delete descriptions for the selected consolidation unit items in various languages.