Operating Plan Components

Components in the Operating Plan define the core configuration of the application.

Account Number Key Segments

The COA Class Key for Operating Plan is called the Account Number.

It is configured in Model Administration > Classes > Operating > Key Segments.

All Attributes that are flagged “Include in Key Segments” in the Attributes area are available as Mapped Segments.

Key Segments must be arranged in the same order used in the organization’s ERP system.