Creating and Configuring Execution Settings

Last updated on 2025-06-23

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.

This article contains the following sections:

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:

Area

Description

Data levels, adjustment levels, reporting entities

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

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 year

Fiscal year from which the data are to be exported

Accounting periods

Accounting 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 values

Activate this option if opening balance sheet values are to be copied (updated)