Copy Postings into Other Consolidation Areas

Getting Started

Global Functions

Lucanet Lume

Data Hub

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

User Interface of Lucanet Consolidation & Financial Planning

General Functions

Basic Configuration

Dashboards

Reporting & Analyzing

Import and Journals

Planning

Consolidation

Consolidation 1

Consolidation 2

All Steps at a Glance

Basic Elements

Defining the Group Structure

Administrating Master Data

Creating Consolidated Financial Statements

Creating and Configuring Data Transfer and Proportioning

Creating and Configuring Consolidation Apps

Debit/Credit Shifts in Consolidation Areas

Elimination of Income from Investments

Elimination of Intercompany Income and Expense

Elimination of Intercompany Debt

Equity Elimination

Reclassification of profit or loss from previous year in consolidation areas

Elimination of Intercompany Profit or Loss in Current Assets

Notes on Migration from Lucanet.Financial Client

Adjust and Reclassify Values in Consolidation Areas

Copy Postings into Other Consolidation Areas

Executing the Consolidation

Dimensions

Excel-Integration

Workspace Configuration

ESG Reporting

Disclosure Management

XBRL Tagger

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Glossary

Postings made manually in one consolidation area do not automatically apply to other consolidation areas.

Use the app Copy postings into other consolidation areas to avoid copying these postings manually from one consolidation area to another, which is tedious and error-prone. The app takes over that work: configure it once, and use the app to copy manual postings and translations with historical exchange rates into other consolidation areas with a single execution, as often as you need.

You can create the app as a subordinate element of a Consolidated financial statements element. Multiple instances of the app can coexist for the same Consolidated financial statements element, for example to copy postings between several pairs of consolidation areas.

To configure the app Copy postings into other consolidation areas, click the app in the structure view and click Edit in the displayed dialog.

Configure the steps as described below.

In the Settings step, specify the base and target consolidation areas and the consolidation-unit assignment between them:

Shows the 'Settings' step of the app 'Copy postings into other consolidation areas' — Step 'Settings'

The following options are available in the Settings step:

Option	Description
Base consolidation area	Consolidation area from which the postings are copied.
Target consolidation area	Consolidation area into which the postings are copied. The target consolidation area must differ from the base consolidation area.
Consolidation unit assignments	By default, consolidation units are assigned by matching name between the base and target consolidation areas. If no consolidation unit with a matching name exists in the target consolidation area, the corresponding postings are skipped. If necessary, activate the Specify individual consolidation unit assignments check box to explicitly assign each base consolidation unit to a target consolidation unit in the displayed table.

In the Postings step, specify which types of postings are copied and the folders involved:

Shows the 'Postings' step of the app 'Copy postings into other consolidation areas' — Step 'Posting types'

The following options are available in the Postings step:

Option	Description
Manual postings	Activate to copy manual postings from the base consolidation area to the target consolidation area. Note: The Cancel posting setting of a posting (Cumulative after the last month or After every month) is not copied to the target posting. If needed, activate it manually on the target posting after the copy.
Translations with historical exchange rates	Activate to copy postings from the translation with historical exchange rates. Requires an exchange rate table to be configured on the target consolidation area.
Source folder(s)	Folder(s) in the base consolidation area that contain the postings to be copied. You can choose one or more source folders.
Target folder	Folder in the target consolidation area in which the copied postings are created. Only one target folder can be chosen.

As long as a step has not been fully configured and/or configuration errors exist, it is displayed with a red exclamation mark

Once a step is configured completely and without any errors, it is displayed with a green check mark

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.

You can execute the app Copy postings into other 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.

On execution, the app copies the selected postings from the base consolidation area to the target consolidation area for the period range of the Consolidated financial statements element. Each execution first deletes the postings that the app created during a previous run and then creates them again based on the current configuration and current data. This makes it safe to execute the app repeatedly.

The execution completes successfully even if no postings match the current configuration for the selected period.

If name-based assignment is used and no target consolidation unit with a matching name is found for a base consolidation unit, the corresponding postings are skipped and a note is displayed.

The execution fails with an error if:

The

Specify individual consolidation unit assignments

check box is activated and a base consolidation unit has no corresponding entry in the assignment table.

The adjustment level for consolidation postings on the target consolidation area is locked for postings.

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

Date of the

last execution

that created the element

Shows the 'Created elements' tab of a Consolidation app — Tab 'Created elements'

If necessary, you can delete all elements.

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

The App properties are displayed on the tab of the same name.

Shows the 'Properties' tab of a consolidation app — '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.

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.

Last updated on Aug 11, 2026

Overview

Configuring the App 'Copy Postings into Other Consolidation Areas'

Settings

Postings

Executing the App 'Copy Postings into Other Consolidation Areas'

Displaying and Deleting Created Elements

Displaying the App Properties

Copy Postings into Other Consolidation Areas

Overview

Configuring the App 'Copy Postings into Other Consolidation Areas'

Settings

Postings

Executing the App 'Copy Postings into Other Consolidation Areas'

Displaying and Deleting Created Elements

Displaying the App Properties

Table of Contents

Company

Legal Notice

Table of Contents

Related Articles

Company

Legal Notice