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Glossary

Creating and Configuring Execution Settings

Overview

For a selected data source, an execution setting is used to specify for which elements of the Lucanet data model the import is to be executed. For every data source, any number of execution settings can be created.

Creating Execution Settings

To create an execution setting:

1

In the Import and Journal folder in the Overview, click the Importing data into Lucanet.Financial Warehouse workspace.

2

In the tree view of the workspace, right-click Execution settings and choose Create | Execution settings from the context menu:

Create execution settings
3

The Create Execution Settings dialog is displayed:

'Create Execution Settings' dialog
4

Enter the name of the execution setting in the Element name field.

5

Choose the desired data source in the Data source drop-down list. All data sources created in the Data sources root folder are available for selection.

6

Click Save or press Enter to create the execution setting.

7

In the detail view of the execution setting, click Edit and configure the execution settings (see following section Configuring Execution Settings)

Configuring the Execution Settings

The following options for execution settings must be configured on the Configuration tab:

OptionDescription
Data levels, adjustment levels, reporting entitiesData level, adjustment levels, and reporting entities for which the data are to be imported

Note: For reporting entities, the technical ID of the reporting entity must be specified in the source system, if necessary, depending on the script used.
Fiscal yearFiscal year from which the data are to be exported
Accounting periodsAccounting periods whose values are to be imported

If you only want to specify one period, enter the same number in both fields.
Update opening balance sheet valuesActivate this option if opening balance sheet values are to be copied (updated)

This content was generated using AI and reviewed by Lucanet subject matter experts before publication.

Last updated on May 1, 2026

Table of Contents
OverviewCreating Execution SettingsConfiguring the Execution Settings
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