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Planning(Administrative Actions)

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Planning

The administrative actions for Planning include the following

  1. Budget Setup: Click this menu to configure your ERP database to support budget writeback
  2. Distribution Rules: Use this menu to create customer distribution rules that will be available as part of the Line Item Details feature within planning. Create the “ratios” to spread a value out of a fiscal year and Solver’s line item detail will use these ratios to calculate monthly budget numbers when the distribution rule is selected.
Updated on September 22, 2023
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