Executing Consolidation and Translation

To consolidate or translate data, you must :

a) Be a service Administrator or a Power user

b) Have write access to the parent entity you are consolidating.

Translation is always done by default as part of consolidation. However it can also be executed manually for say reporting purposes.

When you select a base entity to consolidate, the system performs the calculation for the entity only. It does not consolidate to its parent entity.When you select a parent entity, all descendants of the parent are also consolidated.

Consolidation or Translation can be executed from Rules page or from the data forms. See below video for more details on how to execute consolidation and translation.