Planning Using Planning Wizards

Overview

Planning Wizards are functionalities used for more advanced business logic and complex calculations. With the help of the planning wizards, it is possible to carry out postings automatically according to the configuration of the wizard. The planning wizard is only available in planning data levels.

This article contains the following sections:

Types of Planning Wizards

The following planning wizards are available:


Type

Description


Loan

Using the loan wizard, it is possible to plan both received and issued loans in Lucanet for reporting entities.


Current account interest

The wizard can be used for reporting entities to plan the automatic interest return of giro accounts and overdraft facilities.


Transfer actual balance to plan

The wizard can be used to transfer existing account balances from actual to planning periods for reporting entities.