One business unit placed in a consolidation group, added from the Members tab of the group's record page. Membership is by business unit only; there is no branch, company or GSTIN member. A unit can belong to several groups, and listing the same unit twice in one group does not count it twice. When a statement runs for the group, it reads the postings whose business unit is one of the members. Each member gets its own automatic number when it is saved.
Fields
| Field | Label | Type | Required | What it does |
|---|
BusinessUnitId | Business Unit | Lookup → BusinessUnit | | The finance business unit brought into the group. A member row with no business unit adds nothing to the group's scope. The unit's Is Active flag is not checked, so an inactive unit that is still a member stays in the group's figures. |
ConsolidationGroupId | Consolation Group | Lookup → ConsolidationGroup | | The group this member belongs to. Labelled Consolation Group on the member's record page. Filled automatically when the member is added from the group's Members tab. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created On | DateAndTime | Yes | |
GLAccountName | Name | Text, unique | Yes | Not stored. Leftover field with no database column; anything entered is not saved. |
Id | Id | Guid | Yes | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | The member's automatic number, written when the member is first saved from the active Consolidation Group Member Name Setting (series CGM, a day-month-year date part and a six-digit counter, for example CGM-25102026-000001). Anything typed here on a new member is replaced. The All Consolidation Group Members view shows it under the column heading GL Account Name. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Updated On | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
DeleteEntity | Delete | Delete | Edit |
DeleteListRow | Delete | Delete | DeleteListRow |
EditEntity | Edit | Edit | EditEntity |
EditInLine | Edit | EditInline | EditInLine |
EditListRow | Edit | Edit | EditListRow |
NewInLine | New | NewInline | NewInLine |
