The In this section we are going to build define the FIN BSEG 2 Plan dimension from the FIN BSEG 2 dimension. We want to plan at a level of detail one level higher in than the FIN FIN BSEG 2 Plan to what the level of detail is in the FIN BSEG 2 dimension. We only want to use the FIN BSEG 2 Plan dimension for Expense planning.Menu: Apliqo Settings / Business Segments/ FIN BSEG 2 / FIN BSEG 2 Plan dimension.
The following topic will be covered in this section.
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You can access the Chart of Accounts setup through the page: Administration > Business Segments > FIN BSEG 2.
FIN BSEG 2 Plan Settings
Click on the [Settings]
Set the Global settings for The FIN BSEG 2 Plan. Click on [Update Captions] to apply the caption change.
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Set the FIN Revenue settings for FIN BSEG 2 Plan.
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Set the FIN Expense settings for FIN BSEG 2 Plan.
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Set the FIN Balance Sheet settings for FIN BSEG 2 Plan.
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dimension contains Xeno Group Customers. We only plan revenues by Customer. The Balance Sheet is planned for the company only. These settings are set in the FIN BSEG 2 Plan Settings popup.
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Set the Plan Mapping
There is too much detail in the Customer business segment. We want to plan to level 1 of the Total Customer rollup. So Customers can be ignored for planning purposes.
More Information
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