Document series dependencies can be created between document series types:

•2 and 1: This dependency has an effect on internal accounts by creating a non-editable entry to type 1 series when a type 2 series entry to internal account is saved.

•2 and 23: This dependency has an effect on internal transactions where either one or both unit and counter unit are set as proportionally consolidated (Consolidation method = Proportional consolidation) by creating adjustment entry for amount not to be eliminated to series type 23.

•1 and 3: This dependency has an effect on the accounts included in NCI calculation rules according to which entries are created to type 3 series when type 1 series entries are saved, and the unit is consolidated by the full consolidation method and consolidation percentage is less than 100%.

Restarting the Clausion FPM client after saving custom template for the series and dependencies is not necessary unless you added a new document series.

Note! The custom template does not check for wrong definitions. Dependencies with wrong types can be created. However, if only the input series or the target series is given, no dependency is saved. An error is also shown if the input series and/or the target series does not exist.

Removing document series dependencies: To remove an existing dependency between document series, delete the whole row from the Series Dependencies worksheet using the DELETE or BACKSPACE key. Removing the values from the cells also deletes the dependency. If automatic entries due to dependencies have already been generated, the data is not deleted when the dependency related to them is deleted.

Note that automatic entries due to a document series dependency between type 2 and type 1series are shown as manual entries on input and report templates. This means that in input and drill-down templates it is not necessary to define an input type for definition or data columns. If it is defined, the entries will be shown in the manual entry rows/columns.

All Clausion FPM installations include the following document series dependencies by default:

Table 19: Default document series dependencies

For the dependencies included in Clausion FPM Package environments, refer to Clausion FPM Package-specific documentation.