Basic settings of financial planning

Here you will learn how to activate and set up the financial planning (budgeting) subsystem for your enterprise. You will see the general setup sequence and specific recommendations for various manufacturing and trading enterprises. Keep in mind that actual settings depend on the case you have.

First of all, create and set up the master data. Then specify macroeconomic parameters and assumptions involved in budget calculation. Here are examples of such business-related information:

• Macroeconomic assumptions and scenarios: forecasting exchange rates, price index, loan and deposit rates, stock prices, and other.
• Strategic target values: market share, debt load, and other financial and non-monetary coefficients.

Now, the subsystem is enabled and the basic settings are applied.