Define Planning Rules

Explanation

This activity is used to define a planning rule to be used in a business plan.

To define a planning rule:

If the planning rule should be valid for a limited period range of the business plan, specify the period range. If the planning rule should be valid for the entire period range of the business plan, the fields should be left blank.
To select Output Value Type, Balance Based should be selected in the Planning Rule Type field.
In the selection list, define which planning dimension that should trigger the planning rule. Repeat step for each relevant dimension.
Select a value in the Input field. Either the selection or the result of a previous calculation can be used as input. If Calculation is chosen as input, the row number of the calculation must be defined in the Reference Row Number field.
In the Factor field, define what portion of the input to be used for the output definition row. (1 = 100%)

If Calculation is selected as Row Type:

Select a value for Operator to use when the input value should be calculated with either an Assumption Driver or a Fixed Value.
Either enter an assumption driver ID in the Assumption Driver field or a fixed value in the Fixed Value field to be used in the calculation.

If Output is selected as Row Type:

Enter the planning dimension values that should be used for the transactions created from the planning rule. Enter a * sign to indicate that the planning dimension should have the same value as the input transactions.

If Automatic Distribution is selected as Row type:

Enter the planning dimension values that should be used for the transactions created from the planning rule. Enter a * sign to indicate that the planning dimension should have the same value as the input transactions. The planning dimensions used in the automatic distribution definition will be blocked for entry.

In order to perform this activity, a business plan should exist.

As a result of this activity a planning rule will be available to be used in the business plan.