---
title: "Adjust and Reclassify Values in Consolidation Areas"
description: "Using the Adjust and Reclassify Values in Consolidation Areas app, account values can be adjusted and reclassified for each consolidation area. For example, you can:\nCorrect erroneous values at the partner, cost center, and transaction type levels\nReclassify account values from the general ledger or subledger to a statistical ledger\nDistribute values across multiple accounts"
source_url: https://support.lucanet.com/en/documentation/consolidation-financial-planning/consolidation/consolidation-2/configuring-consolidation-apps/adjust-and-reclassify-values-in-consolidation-areas
language: en
last_updated: 2026-05-01
---
# Adjust and Reclassify Values in Consolidation Areas

## Overview

The app **Adjust and reclassify values in consolidation areas** allows you to selectively adjust and reclassify account values for each consolidation area. The app supports the following use cases, among others:

- Correcting errors in values at the partner, cost center, and transaction type levels
- Reclassifying account values from the general ledger or subledger to a statistical ledger
- Allocation of values across multiple accounts

## Configuring the App 'Adjust and Reclassify Values in Consolidation Areas'

To configure the app **Adjust and reclassify values in consolidation areas**, click the app in the structure view and click **Edit** in the displayed dialog.

Then configure the steps as described below.

### Settings

In the **Settings** step, specify the general settings for the configuration:

![This is the description of the step 'Settings'.](https://support.lucanet.com/assets/docs-images/consolidation-financial-planning/consolidation/consolidation-2/configuring-consolidation-apps/adjust-and-reclassify-values-in-consolidation-areas/_images/en/step-settings.png)
Step 'Settings'

| Option | Description |
|---------|---------|
| Posting | Period for which the values are to be adjusted or reclassified |
| Consolidation area | Selection of the consolidation area for which the values are to be adjusted or reclassified |

### Adjustment scenarios

In the **Adjustment scenarios** step, create the required adjustment scenarios.

![This is the description of the step 'Adjustment scenarios'.](https://support.lucanet.com/assets/docs-images/consolidation-financial-planning/consolidation/consolidation-2/configuring-consolidation-apps/adjust-and-reclassify-values-in-consolidation-areas/_images/en/step-adjustment-scenarios.png)
Step 'Adjustment scenarios'

| Option | Description |
|---|---|
| Scenario name | Unique name for the adjustment scenario. Used for identification and reference in the **Basis and target** step. |
| Description | Optional description of the scenario. Used for documenting the purpose or the adjustment logic. |
| + Add row | Adds a new empty row to the table to add another adjustment scenario |

### Basis and target

In the **Basis and target** step, specify the **base value dimensions** to be adjusted or reclassified as well as the **posting** **target dimensions** for each scenario.

![This is the description of the step 'Basis and target'.](https://support.lucanet.com/assets/docs-images/consolidation-financial-planning/consolidation/consolidation-2/configuring-consolidation-apps/adjust-and-reclassify-values-in-consolidation-areas/_images/en/step-basis-and-target.png)
Step 'Basis and target'

The following options are available in the **Base value dimensions** table:

| Option | Description |
|---|---|
| Scenario | Adjustment scenario for which the dimensions of the base values are to be defined. All scenarios that were defined in the **Adjustment scenarios** step can be selected. |
| Account or item | Account or item whose values are used as the basis for the adjustment or reclassification. If an item is selected, the values of the underlying accounts are used. |
| Adjustment level | Adjustment level(s) or adjustment level group whose values are used as the basis |
| Consolidation unit | Consolidation unit(s) that contain the base values. The default setting **All** includes all consolidation units that are contained in the consolidation area selected in the **Settings** step. Alternatively, you can select individual consolidation units whose values are to be used as the basis. |
| Partner | Partner company or companies whose values are considered as the basis. The default setting **All** includes all partner companies that are assigned to the consolidation area selected in the **Settings** step. Alternatively, you can select **individual** partner companies or partner groups whose values are to be used as the basis. If a partner group is selected, all partner companies contained in the respective group are considered. |
| Transaction type | Transaction type(s) in which the base values were posted. The default setting **All** includes all transaction types that are assigned to the consolidation area selected in the **Settings** step. Alternatively, you can select **individual** transaction types or transaction type groups as the basis. If a transaction type group is selected, the calculation considers the values of all transaction types contained in the respective group. |
| Period type | Selection of the period type of the base values: **Transaction figure**, **Start balance of the period**, **End balance of the period** |
| + Add row | Adds a new row for an additional base data record |

The following options are available in the **Posting target dimensions** table:

| Option | Description |
|---|---|
| Scenario | Adjustment scenario for which the dimensions of the target values are to be defined. All scenarios that were defined in the **Adjustment scenarios** step can be selected. |
| Account | Target account to which the adjusted and/or reclassified values are posted |
| Adjustment level | Adjustment level on which the target posting is made |
| Consolidation unit | Consolidation unit for the target posting. The default setting **According to basis** applies the selection from the base table. Alternatively, you can select a different consolidation unit to which the values are to be reclassified. |
| Partner | Partner company for the target posting. The default setting **According to basis** applies the selection from the base table. Alternatively, you can select a different partner company to which the values are to be posted. |
| Transaction type | Transaction type for the target posting. The default setting **According to basis** applies the selection from the base table. Alternatively, you can select a different transaction type for the target posting. |
| Factor | Percentage factor for the adjustment (default value: 100%). Allows the values to be adjusted to a higher or lower percentage. |
| Debit/credit | Specifies whether debit values, credit values, or all values are considered (default value: **All**) |
| Posting text | Optional posting text for the generated posting |
| + Add row | Adds a new row for an additional target posting |

> **Tip:** - As long as a step has not been fully configured and/or configuration errors exist, it is displayed with a red exclamation mark the red exclamation icon.
> - Once a step is configured completely and without any errors, it is displayed with a green check mark the green check icon.
> - You can close the configuration dialog by clicking the arrow icon at the top left.
> - To change the name of the app, select the app in the tree view and choose **Properties** from the context menu.

## Executing the App 'Adjust and Reclassify Values in Consolidation Areas'

You can execute the app **Adjust and reclassify values in consolidation areas** either **separately**, together with other apps in an **executable folder** or as part of **consolidated financial statements**.

How to proceed in each case is described under [Executing the Consolidation](https://support.lucanet.com/en/documentation/consolidation-financial-planning/consolidation/consolidation-2/executing-consolidation.md).

## Displaying and Deleting Created Elements

On the **Created elements** tab, the postings that were created during the app execution are shown.

The table provides the following information:

- **Type** of the element
- **Path** under which the element was created When you click on the link, you are taken directly to the posting in the relevant [journal](https://support.lucanet.com/en/documentation/consolidation-financial-planning/imports-journals/journale.md).
- Date of the **last execution** that created the element

![This is the description of the tab 'Created elements'.](https://support.lucanet.com/assets/docs-images/consolidation-financial-planning/consolidation/consolidation-2/configuring-consolidation-apps/adjust-and-reclassify-values-in-consolidation-areas/_images/en/created-elements.png)
Tab 'Created elemens'

If necessary, you can **delete all elements**.

**Note**: Once all elements have been deleted, the state of the app is **Not executed** again.

## Displaying the App Properties

The **App properties** are displayed on the tab of the same name:

![Shows the 'Properties' tab of a consolidation app](https://support.lucanet.com/assets/docs-images/consolidation-financial-planning/consolidation/consolidation-2/configuring-consolidation-apps/adjust-and-reclassify-values-in-consolidation-areas/_images/en/properties.png)
'Properties' tab

The following **App properties** are displayed:

- **Type** of the element
- Function of the **App**
- **Version** of the element.

**New available version**

As soon as a new version of the app is available that contains changes to the app configuration and/or the calculation logic of the app, the **Refresh** command is displayed, allowing you to update the app to the latest version.

Information about the changes to each version can be found in the **Release Notes**, which can be accessed via the link of the same name.

> **Warning:** We strongly recommend to update all apps to the new version as soon as possible because it cannot be guaranteed how long an app with an obsolete version can be executed.