Making Top Level Adjustments to the Operating Expense Forecast
Use the OpEx Top Level Adj form to review and make top-level adjustments to the OpEx Forecast by expense Account and by Department. The Actuals appear next to Forecast values so that you can view end-of-year and future-year projections side-by-side.
To validate operating expense Forecast values and make top-level adjustments:
To see the results of your changes, go to Financials > Income Statement.
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From the Home page, click the OpEx card.
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To go to the OpEx Planning forms, click the 1 tab on the left-hand side.
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Click OpEx Top Level Adj.
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In the Point of View, select a Version, Subsidiary, and Currency.
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To apply the changes, click the Go icon
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By default, the OpEx Forecast is collapsed by expense Account and Department. Click the Expand icons
beside Expense and Total Department to show the relevant detail levels. Continue to drill down until you locate the Account and Department intersection that you want to adjust. -
Review the Forecast and, if needed, enter adjustments or new values.
Note:You can only enter Forecast values at the detail level.
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(Optional) Use the Grid Spread feature to adjust a Forecast total for a row. For more information, see Scenario Planning with Grid Spread.
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Click Save.
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To run the Calculate Currencies business rule, click Actions.
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Select Business Rules.
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Click <Calculate Currencies - OpEx Top Level Adj>.
Note:In some cases, executing the Calculate Currencies business rule may be a long running process.
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To populate top-level members with the adjusted data in the input currency, right-click the data grid and select Aggregate to Income Statement.
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(Optional) To have your changes reflected in the relevant financial statements in the input and reporting currencies:
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Go to the Home page and click the Rules card.
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Beside the ruleset NFS_All Accts Forecast Data Refresh, click the Launch arrow.
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