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Add a P & L Projection - Step-by-Step:
PREREQUISITE:
Certainly, before creating a P & L Projection, it's a good practice to ensure that all the relevant details have been entered or updated.
Updating/Adding screens like P & L masters before adding a P&L Projection is crucial for maintaining accurate and effective processes.
Double-checking these details before adding a P & L Projection will minimize errors, reduce the chances of miscommunication, and ensure that your P & L Projection is smooth and efficient. It also helps maintain accurate records for future reference and reporting.
1.1 ADD P & L PROJECTION
Step 1: Reach the P & L Projection Section:
From the main Side menu, click on "Accounts", then go to "Operations", and finally choose "P & L Projection". This will open the P & L Search page.
Step 2: Adding a P & L Projection:
On the top right of the P & L Projection Search page, you'll see an "Add P & L Projection" button. Click this button.
Step 3: Fill in Details:
P & L Heads: [Dropdown] (Mandatory) Choose the P & L Head from the dropdown list. The parent heads added in the P & L masters will be shown as an option.
Projection Value: [Number Field] (Mandatory) Enter the value against that particular parent head selected.
If you change your mind and don't want to add an P&L Projection click "Cancel". It takes you back to the P & L Projection Search page.
To Start Over: Click the "Clear" button if you wish to erase all information and begin anew. Please note that once this button is clicked, the entered information will not be saved.
Click the “Submit” Button
Submission Of P & L Projection:
Upon submission of a P & L Projection, the entry will be added, and the screen will be transitioned to edit mode.
1.2. Search P & L Projection
Search a P & L Projection - Step-by-Step:
Step 1: Start Searching:
On the Search page, you can search in different ways:
P&L Head: Select the P&L for which you want to search for.
Click the “Search” Button.
Step 2: See the Results:
After clicking "Search", you'll see results:
If you searched by P&L Heads you'll find the matching result with Heads, Projection value with an option to view/edit [Refer 12.2.4.3]
1.3. Edit P & L Projection
Edit a P & L Projection Step-by-Step:
Step 1: Find P&L Projection:
Step 2: Start Searching [Refer 12.2.4.2]:
Step 3: Edit Details:
After searching, you'll see the P & L Projection you want to edit.
Click "View/Edit" next to the P & L Heads to reach the Edit P & L Projection page.
Step 4: Update Info:
On the Edit P & L Projection page, you'll see existing details.
Step 5: Edit P & L Projection Page:
On the Edit P & L Projection page, you'll find the existing details of the P & L Projection you're editing.
Change details that you like to update in P & L Projection.
Step 5: Submit/Cancel:
Click the “Submit” Button.
Submission Of P & L Projection:
Upon submission of a P & L Projection, the entry will be updated, and the screen will transition to the editing mode.
Note: In the P & L Projection screen, there are two methods to add projection values for parent heads:
Manual Entry:
You can manually add projection values for parent heads by following the above steps.
Template Generation and Upload:
Alternatively, you have the option to generate a projection template from the P&L Projection search screen by clicking the 'Generate Projection Template' button.
After generating the template, you can add projection values against each parent head in the template.
Finally, you can upload the completed projection sheet by clicking the 'Upload Projection Sheet' button.