Assigning the Flexible Formula
Once you have created a flexible formula and saved it, you have the option of associating it with a destination.
Navigate to the Assign Planning Method Defaults page to assign the FLEX method and Flexible Formula ID to an account or set of accounts. When you are using the Additional Dimension option, you can also associate a defined flexible formula using the second dimension; account dimension is always required and available. For a detailed discussion of the Assign Planning Method Defaults page please see 'Building the Planning Model' topic.
When you are using a Flexible Formula ID that uses a driver ID, be sure to include that Method Driver ID in the Planning Method Group under the FLEX method. Assign any attributes (for example, fiscal year, lookup tables, and amounts) that apply to the driver ID, which in turn is used by the Flexible Formula ID.
All formulas are automatically staged if they are defined prior to the stage process. You need to run the stage formula option only if formulas are revised or created post stage. For a discussion of the staging process see the discussion on Scenario Manager and Process Summary in 'Building the Planning Model' topic.
See Planning Method Group Page.
See Using Model and Scenario Manager.
See Assign Planning Method Defaults Page.
Assigning FLEX to Multiple Dimensions
When assigning a FLEX ID using the Assign Planning Methods Default page, you attach or assign the FLEX ID to an account or range of accounts. There is also an option to assign the FLEX ID to an additional dimension – such as a cost center or range of cost centers. Assigning a FLEX ID to both an account and an additional dimension creates fairly specific default criteria (rules) where the FLEX ID is to be applied. When the assignment cannot be specified in sufficient detail using account and the additional dimension, then consider assigning the FLEX ID using row-level assignments, or allow user-overrides at the row level. The method defaults are dynamic (rule-based) and will update when new accounts or additional dimension members are added to the Planning & Budgeting application, whereas the row-level assignments are static.
Overriding Controls
After a formula is assigned to an account, the coordinator can still define whether to allow override of the method and/or formula ID or not for the specified account (and additional dimension, if defined). For example, you can assign a formula to an account on the Override Controls page, and check the Method box leaving the method unlocked. The preparer, when editing their planning center for the corresponding activity scenario, can then override the formula for any individual line item using that account. For a detailed discussion of the Override Controls page, see the 'Building the Planning Model' topic.