In this section we are going to set up the Planning Chart of Accounts. In this training we are going to plan at the same level as the Operational Chart of Account.

The following topic will be covered in this section.

You can access the FIN PCoA setup through the page: Administration > Chart of Account.

Mapping of the Operational CoA to Planning CoA

The first step to establishing the Planning CoA is set the mapping of the Operational CoA to the Planning CoA. In this case the Planning CoA and the Operational CoA will be the so the mapping will be to level 0.

Mapping the Fixed Accounts for Planning

To enable driver-based planning the follow Fixed Accounts must be mapped in the Operational Chart of Accounts.

Please map these Fixed Accounts. If you need a refresher on mapping Fixed Accounts, see https://apliqoux.atlassian.net/wiki/spaces/AFD/pages/2534178862/Training%3A+Chart+of+Account for the FIN OCoA Target.

Clone the Fixed Accounts

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

Planning Chart of Account Automation

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