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Multi Entity Management

Multi Entity Management for Business Central Cloud

  • Released version: 8.2.1.0

[Feature] Start Date Filter for Consolidation

Section titled “[Feature] Start Date Filter for Consolidation”

Added a new “Consolidate from Posting Date” filter to the consolidation system, allowing users to control which entries are transferred to the reporting company based on their posting date.

What has been done:

  • Added new field “Consolidate From Posting Date” (field 8) to the Analysis Allocation table
  • Enhanced the Consolidation Manager codeunit to apply date filtering during consolidation
  • The system now validates that the selected consolidation table has a “Posting Date” field configured before allowing date filtering
  • When a start date is specified, only entries with a posting date on or after this date will be consolidated

Impact on users:

Users can now perform partial consolidations by specifying a start date, which is particularly useful for:

  • Initial setup where historical data should not be transferred

  • Incremental consolidations where only recent entries need to be synchronized

  • Reducing processing time by excluding old entries

  • The filter is optional - leaving it blank will consolidate all entries as before

  • The date filter must be set before activating consolidation (the field cannot be changed while consolidation is active)

  • This provides better control over data volume and consolidation performance

[Feature] Job Ledger Entry Consolidation Support

Section titled “[Feature] Job Ledger Entry Consolidation Support”

Extended the consolidation functionality to support Job Ledger Entries (Projects), enabling multi-company project reporting and analysis.

What has been done:

  • Added new table extension for Job Ledger Entry (Table 169) with Business Unit Code field
  • Added page extension for Job Ledger Entries page to display consolidation information
  • Integrated Job Ledger Entry into the consolidation manager with full insert/modify/delete support
  • Added necessary permissions for Job Ledger Entry data manipulation in the consolidation codeunit

Impact on users:

  • Organizations using Jobs/Projects can now consolidate job ledger entries across multiple companies into a reporting company
  • The Business Unit Code field allows users to identify which company each consolidated job entry originated from
  • This enables:
    • Cross-company project reporting and analysis
    • Centralized project portfolio management
    • Consolidated project profitability analysis across the entire organization
  • Job entries follow the same consolidation rules as other entry types (Customer Ledger, Vendor Ledger, Item Ledger, FA Ledger)
  • Users can apply the same date filtering and dimension transfer settings to job entries
  • Existing consolidation setups will continue to work without changes (date filter is optional)
  • No data migration required
  • Users who want to use the new date filtering feature should:
    1. Ensure their consolidation tables have the “FieldNo Posting Date” configured in Special Table Setup
    2. Set the desired “Consolidate From Posting Date” before activating consolidation
  • Organizations using Jobs/Projects can now add Job Ledger Entry to their consolidation setup