FSG report across SOB

Most of us know we can use FSG report to perform the consolidation. But some of us ignore that, in fact, we can get a FSG report across SOB by specifying the SOB in column set up. It means we can select an SOB in one column and select another SOB in another column, then we can use calculate feature in the summary column to get the sum of the value across SOB. It is applied to use for some companies which have several SOB but the SOB’s structure are same or similar.

12 thoughts on “FSG report across SOB

  1. Kumar

    Hi Ning,
    Great….seeing this website ,i got confidence that we can built FGS across SOB…..but i got struck here,can you help me by providing steps in building SOB across sob pls

    Thanks&Regards,
    Kumar

  2. Ning Post author

    Hi Kumar,

    In fact, you don’t need to create a new SOB. Just to create a new responsibility with the ability of running the FSG report and link it with any existing SOB. The reason to create the new responsibility is making sure the consolidation FSG report is running without any security rule. It also means only security rule affacts FSG Report if the SOB specified in column set setup. If in your company is not using any security rule, you can try the feature in the existing responsibility.

    Welcome to other comments!

    Ning

  3. Kumar

    Hi Ning,

    I have wrongly mentioned that,i need to create SOB.

    I will rewrite my requirement below please,

    Our Business Group have two SOB.And, under two SOB….there are 5 OU for one SOB & 2 OU for other SOB

    Now,management want to view financial report of all 7 seven OU.

    For Example : A(OU) B(OU) C(OU) D(OU) E(OU) F(OU) G(OU)
    Sundry Debtors 12 10 7 8 26 24 32

    Can you help me to generate report with steps pls.

    Thanks & Regards,
    Kumar

  4. Ning Post author

    Hi Kumar,

    For your case, you can set up the consolidation report as below:

    Pre-requisition:
    Create a new balance segment code AA under SOB one to eliminate the intetcompany transactions between OUs within SOB one;
    Create a new balance segment code BB under SOB two to eliminate the intercompany transactions between OUs within SOB two;
    Create a new balance segment code CC under SOB two to eliminate the intercompany transactions between SOB one and SOB two.

    1. Go to System Administrator to create a new responsibility. For your case and test, you can copy the standard responsibility “General Ledger Super User” and just change the responsibility name, responsibility key and Description.

    2. Assign SOB and OU to the responsibility. For your case, you can assign the SOB one and the OU A under the SOB one.

    3. Add the responsibility to the user, e.g. NYUN

    4. Create Row set as Normal

    5. Create Column Set. For your case, supposed that you just need YTD actual values, you can set the first column with the balance segment 12 and SOB one, set the second column with the balance segment 10 and SOB one, …, set the sixth column with the balance segment AA and SOB one, set the seventh column as the calculation column to sum SOB one, set the eighth column with the balance segment 24 and SOB two, …, set the tenth column with the balance segment BB and SOB two, set the eleventh column as the calculation column to sum SOB two, set the twelfth column with the balance segment code CC and SOB two, set the thirteenth column as the calculation column to sum the whole company.

    6. Create Content Set, Report Order, Report definition, etc. as normal

    7. Run the Consolidation Report without any segment override.

    Good luck!

    Best regards,
    Ning

  5. Kumar

    Hi Ning,
    Let me try this steps & update you.Thank you very much

    Thanks & Regards,
    Kumar

  6. Christ

    Hi Ning,

    I’ve just read your blog, and i think its same with case that i face know
    The setup is on 11.5.10 version right?
    Can you explain me how to make the same treatment for accross SOB in R12 version? Because i have a problem to make accross SOB in R12

    Thanks and Regards,
    Christ

  7. Ning Post author

    This is because of a new parameter “ledger” in FSG submission form. I worked together with Christ to make a workaround to resolve this problem temporally. The workaround is use form personalization or custom.pll to make this “ledger” parameter to optional, not required.

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