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Data management for the Process Data Model

Data collection modes

Data can be collected by account, which considers all data entered on the account, or by account/category, which considers the data collected, separated by category. Data is then collected in the following two modes:

  • by account/step
  • by account/category/step

In both cases, data collection is blocked when submitting the step to which the accounts or accounts/categories are related.

Data collection by account/step

Management by account/step is typically used in single step processes, or processes with several steps in which each step is related to a different account. In management by account/step, all the categories associated with the account are considered, or, if the filter on a node of categories is activated, only the categories related to said node are considered.

The accounts and forms, and therefore the control groups associated with them, defined on a contributor step, also are automatically associated with the immediately subsequent consolidator step.

Example of data collection by account

In the case of a budget process with three steps:

  1. Collection of revenues and cost of sales data
  2. Collection of operating cost data
  3. Collection of fixed capital investments data

For data related to the three steps to be submitted at different times, each step must be related to the desired account. Thus, when users submit the first step, the system only blocks the reference accounts for revenue and cost of sales, when they submit the second step, the system only locks the reference accounts for operating costs, etc.

Data collection by account/category/step

Management by account/category/step is typically used in processes in which the accounts can be associated with several steps and submission is determined by the categories associated with the accounts.

This management mode is suitable in projects in which you intend to clearly differentiate contributor activities from consolidator activities.

In processes with data collection by account/category/step, the PDM accounts are associated with specific amount or journal categories, in their various declinations, which in turn are associated with contributor steps or consolidator steps, respectively, or with contributor/consolidator steps.

Example of data collection by account/category/step

A statutory data collection process may have two steps:

  1. FS data collection
  2. Collection of entity journals

In both steps, data can be entered on the same accounts, but on different categories: amount categories for the first step and entity journal categories for the second.