Upgrading to Planning October 2022

This section describes changes to make for the following features when upgrading to October 2022:

Renaming Budget Lines via Calculation Rules

Upgrade Steps

To start using this feature in October 2022, take the following action.

Step Action Further Information
1 Create a new budget template and select the rule title from the Title Rule field. Creating a Budget Template
2 Create a new budget using the budget template created in Step 1. Creating a Budget
3 Add a line and choose an “Account” that is the same as the “Result Account” selected in the calculation rule. The “Title” will be automatically populated with the one indicated in the calculation rule. Creating a Calculation Rule

Included in this Feature

This section details the items that have been added in this release for this feature.

Fields

Custom Fields added in October 2022
Field Lightning Page Further Information
Result Line Calculation Rules Calculation Rules Fields

Planning Navigation Using the Utility Bar

No upgrade steps are required to upgrade this feature to October 2022.

Adding Income and Expense Dimensions in Rates

To use the new Income and Expense dimensions, you must perform the following:

  1. Create Income and Expense dimensions in Rate Type.
  2. Verify Income and Expense dimensions in Rate Type.

Creating Income and Expense Dimensions in Rate Type

To create Income and Expense dimensions in Rate Type, perform the following steps:

  1. From the Planning Setup tab, click Dimensions | Rate Type.
  2. Click Save and redirect to Rate Types.
  3. Click New.
  4. In the Name field, enter Expense.
  5. Click Save and New.
  6. In the Name field, enter Income.
  7. Click Save.

Verifying Income and Expense Dimensions in Rate Type

To verify Income and Expense dimensions in Rate Type, perform the following steps:

  1. From the Planning Setup tab, click Dimensions | Rate Type.
  2. Scroll down to the Dimensions drop-down list. Click to expand the Dimensions drop-down list.
  3. In Dimension 4, select the Visible checkbox.
  4. In the Dimension 4 Title field, enter Rate Type.
  5. In the Dimension 4 field dropdown, select “Rate Type”.
  6. Click Save.

Included in this Feature

This section details the items that have been added in this release for this feature.

Fields

Fields added in October 2022

Field

Further Information
Income Budgets Fields
Expense

Filtering the Reporting Balance in Mapping Rules by Dimensions

Upgrade Steps

To start using this feature in October 2022, take the following action.

Action

Further Information
Creating a new mapping rule using Accounting - Reporting Balances and apply dimension filter. Creating a Mapping Rule

Included in this Feature

This section details the items that have been added in this release for this feature.

Fields

Fields added in October 2022

Field

Lightning Page

Further Information
Dimensions Mapping Rules Mapping Rules Fields

Configuring the Submit for Approval Button

Upgrade Steps

To start using this feature in October 2022, take the following action.

Action

Further Information
Configuring the Submit for Approval button in the Salesforce Help and Planning Setup. Managing Budgets

Included in this Feature

This section details the items that have been added in this release for this feature.

Buttons added in October 2022

Button

Further Information
Submit for Approval Budgets Fields