Customizing Company Cards and Details
By default, the following fields are included on each company's card:
- Name
- Localization
- Home Currency
By default, the following fields are displayed when you click View Details on any company card in the Consolidation Group Structure Chart:
Company Information:
- Record Type
- Use Org-Wide Exchange Rates
- Currency
- Reporting Currency (Accounting Currency)
- Consolidation Adjustment Company
- Elimination Company
- Local Chart of Accounts Structure
Controlling Ownership Information:
- Ownership Start Date
- Ownership End Date
- Ownership Percentage
To customize:
- Click from the Quick Actions in the upper-right corner on the Consolidation Group page. A Fields Settings window opens.
- Select any three fields to view on the card. Use drag-and-drop to reorder the fields.
- Click Next and select any ten fields you want to display on the company details window. Use drag-and-drop to reorder the fields.
- Click Save.