Could someone please explain the role of the ‘Planning Driver’ in ‘Business Planning’?
I have noticed that it is mandatory to enter the planning driver in the planning unit itself, in order for a planning rule to execute (referring to automatic execution).
To further explain, I am trying to setup following scenario in planning rules.
I was able to setup the planning rules and calculate revenue automatically.
Afterward, I tried to calculate the cost only by specifying the assumption driver (relating to VC). I didn’t specify units, since it was already specified under the ‘revenue’ planning unit. However, the planning rule didn’t get executed.
Could someone advise the reason for this behavior please?
There is a really good Academy training for IFS Business Planning (Course ID: SOONFINBP202111), I’m sure that you will find the exact answers there. Including how to write it back from Excel.
But to answer your question;
I think you should execute the rules from the Tab Planning Rules Execution on the Business Plan itself.