Creating and Configuring Partners

Last updated on 2025-07-08

Overview

You can create and configure partners in Lucanet. Partners are used for the consolidation in order to add partner information to postings and data imports for the internal cost allocations.

Creating Partners

To create a partner:

  1. Right-click the root folder Partners, a partner group, a folder, or an individual partner.
  2. Choose Create | Partner from the context menu. The Create Partner dialog is displayed:

    Create a partner
  3. Specify the name of the element.
  4. Assign all of the consolidation units, reporting entities, cost centers, cost center groups, or organization groups, for which the postings or data imports could occur with a partner to that partner. 
  5. Click Save.

After creating a partner, you can configure this partner and subsequently assign additional consolidation units, reporting entities, cost centers, cost center groups, or organizational groups to the partner, as well as change the partner's name.