Partner

Overview

In Lucanet, partners can be created, administrated, and deleted in the dimension of the same name. Partners are used for the consolidation in order to add partner information to postings and data imports for the internal cost allocations.

To view the postings – that is, the values – of the individual partners in an aggregated manner, it is possible to pool partners into partner groups. In the event of a value query of a partner group, the aggregated value of all partners is displayed.

Predefined partners

The two predefined partners 000 Default and Value of the account are always present and can not be deleted.

PartnerUses
000 DefaultIf a posting has no partner information, then the value of the posting will automatically be posted to the default partner 000 Default
Value of account
  • The partner is the value of an account or of a position and is never displayed in the Account hierarchies in the drill down according to partners.
  • The Value of account partner is used in the default settings for the display of account values in account hierarchies. If the Partner dimension is switched on in the default view for the dimension bar, then the value can also be selected in the Partner dimension in order to be able to display account values independent of partners.
  • The partner is used for the value query via the CFP Add-In for Excel 365 to return the value of the account.