Navigation to this function
Use this form to enter manual plan values for your financial planning that are not derived from budget targets or existing orders. Add individual sales expectations to your automated financial planning and define the period, the G/L account and the net amount for each plan value to obtain a complete and realistic financial overview.
Planning values
Define the manual plan values for your financial planning here, including the validity period, assigned G/L account and the planned net amount. Specify whether the planned value should be included in the financial planning.| Property | Description |
| From | Start date of the period for which this plan value is to be taken into account in financial planning. |
| G/L account | G/L account to which this planned turnover is to be assigned. The selection determines the accounting classification of the planned value. |
| Until | End date of the period for which this plan value is to be taken into account in financial planning. |
| Designation | Name of the selected G/L account. This field is automatically taken from the selected G/L account. |
| Net value [€] | Planned turnover in euros (net) for the specified period. This value is included in the financial planning if the corresponding option is activated. |
| Consider in financial planning? | Activate this option to include the plan value in the financial planning. Deactivated plan values are not included in evaluations. |
| Description | Free text field for additional explanations and background information on this plan value. Document the reason or source of the manual planning here. |
| Internal ID (Data ID) | The internal ID, or data ID, is used within the application to uniquely identify the data record. |