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Adding Drivers / Categories using a BYO COA environment without the pre-build categories

edited May 30, 2018 10:24AM in Planning 5 comments

Summary

Enabling the Expense Drivers without one of the pre-built categories

Content

Hi all,

I've noticed enabling the Financials Module Expense Driver Based Planning without any of the pre-built categories (Compensation, Marketing ...etc) results in the Driver based forms being empty.

The configuration panel also does not allow of new Driver categories, Drivers and accounts to be added.

Is there a specific way in which the drivers are meant to be added when using the BYO CoA function? 

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