Plan Generator
The Plan Generator tool is intended for planning using the automatic planning on the basis of previously used data (past results).
You can open it by clicking it in the Wizards menu.
The status bar tells you for which line (ID, name) and for which period do you want to generate the plan.
The plan generator provides the following:
- select the members of specific dimensions (paremeters), whose past results you want to use as the plan basis (customers, items, departments...). Here you can include all documents, including empty ones, or only those document pertaining to the members (Include All, Even if Empty). Furthermore, you can decide whether you want to distribute the plan by a specific parameter (separately by each memeber), or do you want only one record for all members (select the Combined option);
- select the referential (source) year from which data will be drawn;
- mark whether you want to distribute the plan by currencies as evident in the source data or whether you want to recalculate it to the primary currency (select the All in Primary Currency option) the option is disabled if you checked in the General panel the
Planning in Primary Currency Only checkbox);
- enter or change the Quantity as well as the Value factor, by which you can change the base value. Example: A factor of 1.2 would mean that your plan represents 120% of the base results or that it will be 20% greater than the results in the selected period;
- by clicking the Generate button you perform planning automatically. Prior to this you need to decide whether you want to perform automatic planning for the selected line and period or whether you want to do this for the selected line and all periods or for all lines and all periods;
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You can add data to the details table by using the plan generator.
If generating the plan twice, duplicated records can thus occur in the detailed table.
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Instructions for use:
Related topics: