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Steps

1

Create New Company for consolidated company

Case Example:

Company BZ Hong Kong and BZ USA is the subsidiaries of the organization
Consolidated company BZ Consolidation Company created for consolidation process only.

2

Setup for the consolidated company

Chart of Account
Currencies and Exchange Rate
General Ledger Setup - Local Currency
Account Schedule if you want to run the financial statement from the consolidated company.

3

Setup Business Unit by use Assisted Setup

Note: alternatively, user can go to Business Unit to setup manually. To set up manually, please see Company Consolidation - Manual Setup

(1) Go to Setup & Extensions then select Assisted Setup

(2) Select Process Consolidations in the group named Report on financial health

(3) Company Consolidation box to be prompted, click Next to continue...

(4) Choose Use an existing company if the company is already exist in Business Central

(5) Select the company it will be use for consolidated company (e.g. the Consolidated Company)

(6) Choose the companies to consolidate transaction from. (e.g. the subsidiaries)

(7) Configuration for the business unit

Enter the business unit code that use for identify the company
Currency Code - select currency code it use as local currency of the Business Unit.
- Please note, blank if the local currency of the business unit is same as the consolidated company
Currency Exchange Rate Table - select Local
- Select Local for allow user change the exchange rate for run the consolidation
Enter Starting Date / End Date if needs.