The this section we are going to build the FIN BSEG 1 Plan dimension from the FIN BSEG 1 dimension. We want to plan one level higher in the FIN BSEG 1 Plan to what the level of detail is in the FIN BSEG 1 dimension. We only want to use the FIN BSEG 1 Plan dimension for Expense planning.
Menu: Apliqo Settings / Business Segments/ FIN BSEG 1 / FIN BSEG 1 Plan
FIN BSEG 1 Plan Settings
Click on the [Settings]
Set the Global settings for FIN BSEG 1 Plan. Click on [Update Captions] to apply the caption change.
Set the FIN Revenue settings for FIN BSEG 1 Plan.
Set the FIN Expense settings for FIN BSEG 1 Plan.
Set the FIN Balance Sheet settings for FIN BSEG 1 Plan.
Set the Plan Mapping
There is too must detail in the Cost Center business segment. We want to plan to level 1 of the Total Cost Centre rollup. So Cost Centers can be ignore for planning purposes.