Financial Plan definition per Entity
For defining the Financial Plan of an Entity, the Financial Controller first selects the appropriate Financial Plan on the homepage.
Next, the Financial Controller selects the correct Entity by clicking on the name of the currently selected Entity on the screen (see the following screenshot).
A popup window shows the Enterprise structure and allows for searching and selecting the appropriate Entity (see the following screenshot). By entering (parts of) the name of the Entity in the search box or by expanding the Enterprise Structure the Entity can be found.
After selecting the Financial Plan and relevant Entity, the Financial Plan can be composed by running through and filling relevant data in the various sections in the navigation panel. The flow of entering data in these screens is depicted in the next sections.