Menu: Apliqo Settings / Planning / BSEG Selector

When planning by multiple Business Segments, not all combinations of Business Segment make sense. To reduce the number combinations available to the FPM Planner, groups of Business Segments can be create using the Business Segment Selector. The Business Segment Selector allow the FPM Administrator to build combination of Business Segments for Revenue, Expense and Balance Sheet planning.

Create the Expense Business Selector

Create a Business Selector

In the Expense Planning entry page, when the Selelct Segment is Company 1000 on the Cost Center Plan filter can be planned. The Customer filter is defaulted to NA Customer Plan because expenses are not planned by customer.

Open

Repeat the steps to create a business select for Revenue Planning and Balance Sheet Planning.