Now that the Operational Chart of Account has been mapped to the Planning Chart of Account. The Planning CoA has been initialised. The ongoing updating of the mapping and flags can be automated. In the following walkthroughs we will be adding to the Chart of Account Automations to update the Planning Chart of Account with any change in the Operational CoA.

Run Plan Dimension Update

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Set Account Flags for the Plan Dimension

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Sync the Planning CoA

Running the Automation

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2.4. Planning Data Integration