You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

EPBCS Financials

edited Aug 26, 2019 6:58PM in Planning 3 comments

Content

Hello,

 I understand that running "Prepare for Forecast" rule copy data from Actuals to periods (provided at the run time prompt).

However, it appears that actuals get copied to Calculated member. Currently, our users only working on "Direct entry" and they would like to see actuals copied to Direct input (closed Periods), instead of Calculated.

in other words,they like to see Actuals and Forecast aggregated in the YearTotal member. 

I figured that if I use Total Plan, I can accomplish this but Forecast in the closed periods need to be clear.

My questions is that as part of the forecast preparation process doesn't clear out the closed month forecast?

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!