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To enable driver-based planning the follow Fixed Accounts must be mapped in the Planning Chart of Accounts.
Fixed Account | Natural Account |
|---|---|
C3_REV | 3990 |
C3_TOTOPEX | 5299 |
C3_NPAT | 8999 |
C3_EBIT | 8699 |
C3_EBITDA | 8599 |
C3_AP | 2120 |
C3_AR | 1120 |
C3_INV | 1160 |
C3_COGS | 4999 |
C3_CASH | 1110 |
C3_GP | 8499 |
C3_NCHGCASH | CF8999 |
Please map these Fixed Accounts.
Populate Plan Type
The core planning is broken up into Balance Sheet Planning, Revenue Planning and Expense Planning. Based on the Fixed Account mapping, populating the plan type determines which account is planned in which core planning module.
The Populate Plan Type process can be found on Structure tab of the Planning CoA tab.
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Reset Planning Flags: Override the existing Planning Flag with the calculated mapping.
OCoA Mapping: Calculate the mapping from the Planning CoA to the Operational CoA.
Plan Type: Set the plan type for the account.
Synchronising the Planning Chart of Accounts
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