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Question

With reference to case G2328665 - Business planning functionality

  • April 28, 2022
  • 1 reply
  • 58 views

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In Business planning functionality, planning entry screen, transaction subtab:

- Is there a quick way to delete all transactions lines for a given planning Unit? for the moment I am selecting all the lines manually and then delete them. This is taking some time and energy.

 

- Once Business planning transactions have been loaded using External file assistant, in the case the file is loaded without error, is there a way to cancel the data load instead of deleting all lines manually?

1 reply

Lauri
Sidekick (Customer)
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  • Sidekick (Customer)
  • 35 replies
  • March 7, 2023

Hi Naika,

One way to quickly remove all transactions from a specific Planning Unit:

  1. Go to respective Planning Unit Version
  2. Delete the existing version
  3. Create new version from scratch.

Make sure Planning Unit Versions are enabled in the respective Business Plan.

 

Hope this helps!

- Lauri


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