Adjustments by Chart of Accounts

Hi community,

I have a unique requirement for which I need an advise.

My company want to adjust numbers per each CoA and this apparently is a key and mandatory requirement in future anaplan. Currently account is base level of hierarchy and imports and inputs happen at this level. I am now confused how I can give an ability to adjust by each CoA.

I want to understand if this was done in any projects by anybody in this forum. Feels bit tricky to me but all the guru's in this community might have some ideas.

If you do, can you please share.

Regards

Kal

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CommunityMember121571

You should have 3 levels of data

import
adjustment
final result

It's on your own how to organize them better - most likely you would like to have 3 separate line items or modules for each layer.

And of course you would need to think how to make better UX for users.

logikalyan

Thanks Konstantin

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