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Once the Fixed Accounts have been mapped in the Operational CoA they can be copied to Planning CoA.

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Planning Chart of Account Automation

The Chart of Account Automations need to be amended to build the Planning Chart of Account.

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Manually Adjusting the Planning ID

To properly move the year-to-date actual between the General Ledger cube and the Revenue Planning, Expense Planning and Balance Sheet Planning cubes the FIN Plan Type ID needs to be mapped for every planning account. This done by the Populate Plan Type process based on the Fixed Account Mapping. Changes can be made manually made to Plan Type in the Planning CoA tab.

If you make a change the Planning CoA and/or the Operational CoA may need to be synchronised. The Dimension in Sync button will be orange if the Chart of Account needs to be synchronised.

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