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Oct 19, 2018 at 05:48 PM

Best way to differentiate entities in BPC?

177 Views Last edit Oct 22, 2018 at 12:55 PM 2 rev


What is the best way to separate or identify newly acquired entities from the rest of an entity hierarchy? I would like to differentiate new entities for the first 12 months of their existence from the rest of the entities but still have the new entities show under the total node. I am struggling to find an easy way to transition an entity out of the acquisition phase of 12 months to being recognized as an established entity with the rest of the existing entities under total.

Moreover, when we report YTD we want to just see data for the transitioning entity as of the 1st month being established and no longer being recognized as a newly acquired entity. For example, if our fiscal year begins in April and we began reporting the newly acquired entity in October prior year, we would only want to see YTD numbers as of October current year. Given the example, we would have to back out 6 months of information for the rest of the fiscal year to get the YTD number as of October going forward. This would not be an issue if we only had to deal with one acquisition at a time but we have multiple acquisitions in that first 12 months that happened at different times through the year. So we are looking for the best way to be able to pull those entities in the acquisition phase out of the system so we can show our business totals minus the acquisitions.

I greatly appreciate any thoughts!