---
title: "Creating and Editing Configurations"
source_url: https://support.lucanet.com/en/documentation/consolidation-financial-planning/consolidation/consolidation-1/create-configurations-consolidation-1
language: en
last_updated: 2026-05-01
---
# Creating and Editing Configurations
## Overview
Before you can execute the consolidation wizards of Consolidation 1, you must create **Configurations** on the basis of which the consolidation wizards are executed.
## Creating Configuration
To create a configuration:
1. Open the **Consolidation areas** workspace in the **Consolidating** folder.
2. Select the desired consolidation area for which you want to create a configuration and select the desired configuration from the **Create** context menu:
Create configuration
3. Enter a **name** for the configuration.
4. Select the desired consolidation type (Only for **Elimination of intercompany debt** and **Elimination of intercompany income and expense**).
5. Click **Save** or press **Enter**.
6. In the detail view of the configuration, click **Edit** and configure the configuration (see section [Editing Configuration](#editing-configuration))
## Available Configurations
The following configurations are available:
| Element | Description |
|---------|---------|
| Paired elimination of intercompany debt | **Paired elimination of intercompany debt** allows you to configure a wizard-supported elimination of debts between affiliated companies of a consolidation area. Pair combinations are formed of all reporting entities or cost centers that are assigned to the consolidation area (see section [Paired elimination of intercompany debt](#paired-elimination-of-intercompany-debt)). |
| Lump sum elimination of intercompany debt | **Lump sum elimination of intercompany debt** allows you to perform a wizard-supported elimination of debts and accounts receivable between affiliated companies. The accounts defined in the wizard configuration are offset against one another on a lump sum basis. By contrast to paired elimination of intercompany debt, no partner information is required for lump sum elimination of intercompany debt (see section [Lump sum elimination of intercompany debt](#lump-sum-elimination-of-intercompany-debt)) |
| Paired elimination of intercompany income and expense | **Paired elimination of intercompany income and expense** allows you to perform a wizard-supported elimination of income and expenses between affiliated companies of a consolidation area. Combined pairs of accounts are formed between reporting entities or cost centers based on pre-assigned partner information as well as the settings made in the configuration (see section [Paired elimination of intercompany income and expense](#paired-elimination-of-intercompany-income-and-expense)). |
| Lump sum elimination of intercompany income and expense | **Lump sum elimination of intercompany income and expense** allows you to perform a wizard-supported elimination of income and expense between affiliated companies. The accounts defined in the wizard configuration are offset against one another on a lump sum basis. By contrast to paired elimination of intercompany income and expense, no partner information is required for lump sum elimination of intercompany income and expense (see section [Lump sum elimination of intercompany income and expense](#lump-sum-elimination-of-intercompany-income-and-expense)) |
| Elimination of intercompany income and expense based on group-internal revenue | **Elimination of intercompany income and expense based on group-internal revenue** allows you to perform a wizard-supported elimination of income and expenses between affiliated companies. The group-internal revenue accounts defined in the wizard configuration are offset against one or more expense accounts stating a percentage (see section [Elimination of intercompany income and expense based on group-internal revenue](#elimination-of-intercompany-income-and-expense-based-on-groupinternal-revenue)). |
| Inventory consolidation | **Inventory consolidation** allows you to configure a wizard-supported elimination of intercompany profit or loss contained in stock (inventory) between affiliated companies of a consolidation area. Pair combinations are formed of all reporting entities or cost centers that are assigned to the consolidation area (see section [Inventory consolidation](#inventory-consolidation)). |
## Editing Configuration
The options for the configurations depend on the selected configuration and the selected consolidation type:
### Paired elimination of intercompany debt
The **configuration for the paired elimination of intercompany debt** is displayed as follows, for example:
Paired elimination of intercompany debt: 'General' tab
The following options must be configured:
#### Name
Name of the configuration
#### General
In the **General** area, edit the general properties of the paired elimination of intercompany debt:
| Option | Description |
|---|---|
| **Cost center** | Cost center for the postings
**Note:** Cost centers can be created for the individual consolidation steps below the consolidation reporting entity (see section [Creating a Consolidation Reporting Entity](https://support.lucanet.com/en/documentation/consolidation-financial-planning/platform-dimensions/reporting-entities/buchungskreise-fuer-konsolidierungsbuchungen-anlegen-und-konfigu.md)). |
| **Basis** | Adjustment level with the data for the generation of the consolidation postings |
| **Target** | Adjustment level on which postings are to be made |
#### Default values
The default configuration for all pair combinations of the consolidation area is performed on the **Default values** tab:
Paired elimination of intercompany debt: 'Default values' tab
**Area 'Assigned balance sheet items'**
The following options are available in the **Assigned balance sheet items** area:
| Option | Description |
|---|---|
| **Balance sheet items** | Balance sheet items to be consolidated.
Click **\+ Add row** to add balance sheet items. |
| **Threshold value for display** | If a difference exceeds the entered value, the difference is displayed in red. |
| **Incorporate deferred tax** | Activate the check box if deferred tax should be incorporated. |
| **Tax rate (in percent of the profit/loss)** | Tax rate for deferred tax. Displayed when the **Incorporate deferred tax** check box is activated. |
**Area 'Post to'**
The following categories are available in the **Post to** area:
| Category | Description |
|---|---|
| **Default difference account** | Default difference accounts to be used to clear the arising differences |
| **Deferred tax** | Accounts on which the deferred taxes are to be presented. The row **Deferred tax** is only displayed when the check box **Incorporate deferred tax** is activated. |
If necessary, add **Partners** and **Transaction types** for each category for the postings.
> **Note:** Transaction types can only be selected for schedule-relevant accounts or items.
#### Deviating values
Individual configurations can be created for each pair combination on the **Deviating values** tab:
Paired elimination of intercompany debt: 'Deviating values'
**Area 'Deviating values per pair combination'**
- **Pair combination**: Select the desired pair combination you want to configure.
**Area 'Details on the pair combination'**
The following options are available in the **Details on the pair combination** area:
| Option | Description |
|---|---|
| **Define deviating values** | Activate the check box if deviating values are to be taken into account for the selected pair combination |
| **Threshold value for the display** | If a difference exceeds the value entered for the elimination of intercompany debt, the difference is displayed in a red font. |
| **Tax rate (in percent of the profit/loss)** | Tax rate for deferred tax. Displayed when the **Incorporate deferred tax** option is activated. |
**Area 'Post to'**
The following categories are available in the **Post to** area:
| Category | Description |
|---|---|
| **Default difference account** | Default difference accounts to be used to clear the arising differences for the selected pair combinations. |
| **Deferred tax** | Accounts on which the deferred taxes are to be presented. The **Deferred taxes** row is displayed when the option **Incorporate deferred tax** is activated. |
If necessary, add **Partners** and **Transaction types** for each category for the postings.
> **Note:** Transaction types can only be selected for schedule-relevant accounts or items.
### Lump sum elimination of intercompany debt
The **configuration for the lump sum elimination of intercompany debt** is displayed as follows, for example:
Lump sum elimination of intercompany debt: 'General' tab
The following options must be configured:
#### Name
Name of the configuration
#### General
In the **General** area, edit the general properties of the lump sum elimination of intercompany debt:
| Option | Description |
|---|---|
| **Cost center** | Cost center for the postings
**Note:** Cost centers can be created for the individual consolidation steps below the consolidation reporting entity (see section [Creating a Consolidation Reporting Entity](https://support.lucanet.com/en/documentation/consolidation-financial-planning/platform-dimensions/reporting-entities/buchungskreise-fuer-konsolidierungsbuchungen-anlegen-und-konfigu.md)). |
| **Basis** | Adjustment level with the data for the generation of the consolidation postings |
| **Target** | Adjustment level on which postings are to be made |
#### Accounts
The default configuration for all pair combinations of the consolidation area is performed on the **Accounts** tab:
Lump sum elimination of intercompany debt: 'Accounts' tab
| Option | Description |
|---|---|
| **Threshold value for display** | If a difference exceeds the entered value, the difference is displayed in red. |
| **Difference account (debit posting/credit posting)** | Accounts for postings in debit and credit to which any arising differences are to be posted |
| **Accounts to be accumulated** | Select an account to be accumulated and specify the organization elements to be consolidated in the details window. The following options are available:
- **All direct organization elements of the consolidation area**, to consolidate only those consolidation units that are directly assigned to the consolidation area (excluding sub-groups).
- **All direct and indirect organization elements of the consolidation area**, to consolidate also consolidation units in subordinate consolidation areas (including sub-groups; see section [Creating and Configuring Consolidation Areas](https://support.lucanet.com/en/documentation/consolidation-financial-planning/consolidation/consolidation-1/create-and-configure-consolidation-areas.md)).
- **Individual**, to compile the consolidation units to be consolidated in the **Organization elements** list. |
### Paired elimination of intercompany income and expense
The **configuration for the paired elimination of intercompany income and expense** is displayed as follows, for example:
Paired elimination of intercompany income and expense: 'General' tab
The following options must be configured:
#### Name
Name of the configuration
#### General
In the **General** area, edit the general properties of the paired elimination of intercompany income and expense:
| Option | Description |
|---|---|
| **Cost center** | Cost center for the postings
**Note:** Cost centers can be created for the individual consolidation steps below the consolidation reporting entity (see section [Creating a Consolidation Reporting Entity](https://support.lucanet.com/en/documentation/consolidation-financial-planning/platform-dimensions/reporting-entities/buchungskreise-fuer-konsolidierungsbuchungen-anlegen-und-konfigu.md)). |
| **Basis** | Adjustment level with the data for the generation of the consolidation postings. |
| **Target** | Adjustment level on which postings are to be made |
#### Default values
The default configuration for all pair combinations of the consolidation area is performed on the **Default values** tab:
Paired elimination of intercompany income and expense: 'Default values' tab
**Area 'Assigned P&L items'**
The following options are available in the **Assigned P&L items** area:
| Option | Description |
|---|---|
| **P&L items** | P&L items to be consolidated. Click **\+ Add row** to add P&L items |
| **Threshold value for display** | If a difference exceeds the entered value, the difference is displayed in red. |
**Area 'Post to'**
In the **Account** column, specify the default difference account to which any differences should be posted. Add **Partner** and **Transaction type** if necessary.
> **Note:** Transaction types can only be selected for schedule-relevant accounts or items.
#### Deviating values
Individual configurations can be created for each pair combination on the **Deviating values** tab:
Paired elimination of intercompany income and expense: 'Deviating values' tab
**Area 'Deviating values per pair combination'**
- **Pair combination**: Select the desired pair combination you want to configure.
**Area 'Details on the pair combination'**
The following options are available in the **Details on the pair combination** area:
| Option | Description |
|---|---|
| **Define deviating values** | Activate the check box if deviating values are to be taken into account for the selected pair combination |
| **Threshold value** | Threshold value for the display. If a difference exceeds the value entered for the elimination of intercompany income and expense, the difference is displayed in a red font. |
| **Tax rate (in percent of the profit/loss)** | Tax rate for deferred tax. Displayed when the **Incorporate deferred tax** option is activated. |
**Area 'Post to'**
In the **Account** column, specify a deviating default difference account for the selected pair combination. Add **Partner** and **Transaction type** if necessary.
> **Note:** Transaction types can only be selected for schedule-relevant accounts or items.
### Lump sum elimination of intercompany income and expense
The **configuration for the lump sum elimination of intercompany income and expense** is displayed as follows, for example:
Lump sum elimination of intercompany income and expense: 'General' tab
The following options must be configured:
#### Name
Name of the configuration
#### General
In the **General** area, edit the general properties of the lump sum elimination of intercompany income and expense:
| Option | Description |
|---|---|
| **Cost center** | Cost center for the postings
**Note:** Cost centers can be created for the individual consolidation steps below the consolidation reporting entity (see section [Creating a Consolidation Reporting Entity](https://support.lucanet.com/en/documentation/consolidation-financial-planning/platform-dimensions/reporting-entities/buchungskreise-fuer-konsolidierungsbuchungen-anlegen-und-konfigu.md)). |
| **Basis** | Adjustment level with the data for the generation of the consolidation postings |
| **Target** | Adjustment level on which postings are to be made |
#### Accounts
On the **Accounts** tab, specify the accounts to be accumulated:
Lump sum elimination of intercompany income and expense: 'Accounts' tab
| Option | Description |
|---|---|
| **Threshold value for display** | If a difference exceeds the entered value, the difference is displayed in red. |
| **Difference account** | Account to which the arising differences are to be posted |
| **Accounts to be accumulated** | Select an account to be accumulated and specify the organization elements to be consolidated in the details window. The following options are available:
- **All direct organization elements of the consolidation area**, to consolidate only those consolidation units that are directly assigned to the consolidation area (excluding sub-groups).
- **All direct and indirect organization elements of the consolidation area**, to consolidate also consolidation units in subordinate consolidation areas (including sub-groups; see section [Creating and Configuring Consolidation Areas](https://support.lucanet.com/en/documentation/consolidation-financial-planning/consolidation/consolidation-1/create-and-configure-consolidation-areas.md)).
- **Individual**, to compile the consolidation units to be consolidated in the **Organization elements** list. |
### Elimination of intercompany income and expense based on group-internal revenue
The **configuration for the elimination of intercompany income and expense based on group-internal revenue** is displayed, for example, as follows:
Elimination of intercompany income and expense based on group-internal revenue: 'General' tab
For **elimination of intercompany income and expense based on group-internal revenue**, the following options must be configured:
#### Name
Name of the configuration
#### General
In the **General** area, edit the general properties of the elimination of intercompany income and expense based on group-internal revenue:
| Option | Description |
|---|---|
| **Cost center** | Cost center for the postings
**Note:** Cost centers can be created for the individual consolidation steps below the consolidation reporting entity (see section [Creating a Consolidation Reporting Entity](https://support.lucanet.com/en/documentation/consolidation-financial-planning/platform-dimensions/reporting-entities/buchungskreise-fuer-konsolidierungsbuchungen-anlegen-und-konfigu.md)). |
| **Basis** | Adjustment level with the data for the generation of the consolidation postings |
| **Target** | Adjustment level on which postings are to be made |
#### Base and target accounts
On the **Base and target accounts** tab, specify the accounts for reporting the group-internal revenue (**base accounts**) and the contra accounts (**target accounts**). Define the **share** in percent of the target account.
elimination of intercompany income and expense based on group-internal revenue: 'Base and target accounts' tab
| Option | Description |
|---|---|
| **Base accounts** | Accounts for the calculation of group-internal revenue |
| **Target accounts** | Accounts for the contra entry |
| **Share** | Percentage share of the target account |
**Organization elements to be consolidated**
You must specify the organization elements to be consolidated for each base account. As soon as you select a base account, more options are displayed:
| Option | Description |
|---|---|
| **All direct organization elements of the consolidation area** | Only those consolidation units that are directly assigned to the consolidation area (excluding sub-groups) are consolidated. |
| **All direct and indirect organization elements of the consolidation area** | Consolidation units in subordinate consolidation areas are also consolidated (including sub-groups; see [Creating and Configuring Consolidation Areas](https://support.lucanet.com/en/documentation/consolidation-financial-planning/consolidation/consolidation-1/create-and-configure-consolidation-areas.md)). |
| **Individual** | Individual selection of the consolidation units in the **Organization elements** list. |
### Inventory consolidation
The **configuration for inventory consolidation** is displayed as follows, for example:
Inventory consolidation: 'General' tab
The following options must be configured:
#### Name
Name of the configuration
#### General
In the **General** area, edit the general properties of the inventory consolidation:
| Option | Description |
|---|---|
| **Cost center** | Cost center for the postings
**Note:** Cost centers can be created for the individual consolidation steps below the consolidation reporting entity (see section [Creating a Consolidation Reporting Entity](https://support.lucanet.com/en/documentation/consolidation-financial-planning/platform-dimensions/reporting-entities/buchungskreise-fuer-konsolidierungsbuchungen-anlegen-und-konfigu.md)). |
| **Basis** | Adjustment level with the data for the generation of the consolidation postings |
| **Target** | Adjustment level on which postings are to be made |
#### Default values
The default configuration for all pair combinations of the consolidation area is performed on the **Default values** tab:
Inventory consolidation: 'Default values' tab
**Area 'Assigned balance sheet items'**
The following options are available in the **Assigned balance sheet items** area:
| Option | Description |
|---|---|
| **Balance sheet items** | Balance sheet items to be consolidated.
Click **\+ Add row** to add balance sheet items. |
| **Contained profit or loss portion** | Percentage of the assigned balance sheet items that contains intercompany profit or loss (negative values are also permitted). |
| **Incorporate deferred tax** | Activate the check box if deferred tax should be incorporated. |
| **Tax rate** | Tax rate for deferred tax, in percent of the profit/loss. Displayed when the **Incorporate deferred tax** check box is activated. |
| **Reclassifications within P&L** | Activate the check box if the eliminated profit or loss should be reclassified within the profit and loss statement. **Amount to be moved**, in percent of the capitalized inventory, is displayed when the check box is activated. |
| **Reclassifications within balance sheet** | Activate the check box if the eliminated profit or loss should be reclassified within the balance sheet. **Amount to be moved**, in percent of the capitalized inventory, is displayed when the check box is activated. |
**Area 'Post to'**
The following categories are available in the **Post to** area:
| Category | Description |
|---|---|
| **Profit and loss portion** | P&L account to which the eliminated profit or loss is posted. |
| **Deferred taxes** | Balance sheet accounts (debit posting and credit posting) and a P&L account on which the deferred taxes are to be presented. Only displayed when the check box **Incorporate deferred tax** is activated. |
| **Reclassification within the P&L** | Difference accounts (debit posting and credit posting) for the reclassification within the P&L. Only displayed when **Reclassifications within P&L** is activated. |
| **Reclassifications within the balance sheet** | Difference accounts (debit posting and credit posting) for the reclassification within the balance sheet. Only displayed when **Reclassifications within balance sheet** is activated. |
If necessary, add **Partners** and **Transaction types** for each category for the postings.
> **Note:** Transaction types can only be selected for schedule-relevant accounts or items.
#### Deviating values
Individual configurations can be created for each pair combination on the **Deviating values** tab:
Inventory consolidation: 'Deviating values' tab
**Area 'Deviating values per pair combination'**
- **Pair combination**: Select the desired pair combination you want to configure.
**Area 'Details on the pair combination'**
The following options are available in the **Details on the pair combination** area:
| Option | Description |
|---|---|
| **Define deviating values** | Activate the check box if deviating values are to be taken into account for the selected pair combination. The current settings from the **Default values** tab are applied as the starting values. |
| **Contained profit or loss portion** | Percentage for the selected pair combination (negative values are also permitted). |
| **Tax rate** | Tax rate for deferred tax, in percent of the profit/loss. Displayed when the **Incorporate deferred tax** option is activated on the **Default values** tab. |
| **Amount to be moved within the P&L** | In percent of the capitalized inventory. Displayed when **Reclassifications within P&L** is activated on the **Default values** tab. |
| **Amount to be moved in the balance sheet** | In percent of the capitalized inventory. Displayed when **Reclassifications within balance sheet** is activated on the **Default values** tab. |
> **Note:** Pair combinations for which deviating values have already been configured are displayed in **bold** in the drop-down list, and the number of pair combinations with configured deviating values is displayed in the tab name. Subsequent changes to the **Default values** tab do not affect pair combinations for which deviating values have already been configured.