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Adaptive Planning
Last Updated: 2023-06-23
Calculated Accounts for Adaptive Planning

Calculated Accounts for Adaptive Planning

We continue to increase the flexibility of calculated accounts to help you preserve historical data when you add default formulas.
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 4m 7s

Preserve Data When Adding Account Formulas

Release: 2021-09-11
We now enable you to preserve historical data when you add default formulas to general ledger and custom accounts. When you save new formulas, we provide a message that reminds you to click 1 of these options:
  • Preserve, which creates data entry overrides for all existing versions, saving existing data, and also uses the default formula for all new versions. You can click None from the Override Formula Setting prompt to apply the formula to any existing version.
  • Replace, which replaces all existing data, including data in locked versions, with the formula calculation.