In this section we are going to set the date ranges from 2019- 2025.
Menu: Apliqo Settings / Time and Versions
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See Related: Time The Time and Version management can be accessed through the following path: Administration > Time and Versions. On this page you can:
Change the time range for the model.
Set the Financial Year Start. The default financial year in Apliqo FPM is January to December. The financial year can be changed.
Fix the current date. The system clock determines the current financial year and month. This can be fixed and held for a period time.
Add, delete and manage Working Versions.
Add, delete and manage Archived Forecasts.
Add or deleted comparisons between versions.
Set the Version element security.
Set the date ranges.
The following walkthrough sets the date range to extend from 2019 to 2026.
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The types of versions
There are a number of versions used by Apliqo FPM
ACT - Actual is a specific version used to store the Trial Balance and other statistical data used for reporting and planning. The actual version’s data is generally sourced from external systems that have been loaded into Apliqo FPM. The actual version should reconcile to the source version so that it is the source of truth for what has happened in the organisation. The actual version’s data is read only and cannot be modified by the Apliqo FPM clients.
FBUD - Final Budget holds the organisations financial targets. Used for comparisons in reporting and analytics. Additional budget versions can be added to Apliqo FPM.
Working Versions are working plans that are being developed by Apliqo FPM planners. These working plan versions allow data entry that are dynamically calculated. Additional working versions can be added to Apliqo FPM for scenario analysis.
Archived Versions are snapshot versions of the working plan that are taken at the end of the planning cycle by the FPM Module Administrator. They are used for reporting and analysis. Additional archive versions can be added to Apliqo FPM. The Last Forecast version is the last working plan that the FPM Module Administrator has archived.
Variance Analysis is comparison of two version. The version comparison is express as both a variance (A - B) and as a percentage change ((A - B) / B).
Adding a new archive version
The following walkthrough will add a new version the Apliqo FPM.
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Add a Version Variance
The following walkthrough will create a comparison between the new version added above and the Last forecast.
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Deleting an archive version
The following walkthrough will delete the version added above.
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Deleting a version variance
The following walkthrough will delete the version variance created above. Deleting the version variance will also delete the version percentage change.
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More information
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