setting up integrated planning with Excel for COPA revenue accounts
We do our revenue planning in COPA and our expense planning in CO. This was all set up prior to me starting at this company. I have now been asked to update the revenue planning template to include a new characteristic. From what I can see, I can create the planning layout, but I am having issues tieing it to the file description. I am getting error message DUE010. I have tried looking on the CO side for the original template, but I am not finding it there, and the new field/characteristic exists only in COPA.
Any help in setting this up would be appreciated.