Deactivating organizations in planning steps

If organizations are enabled for the configuration set, and are enabled for the selected planning step, those organizations can, by default, write to all the accounts that are selected for the planning step. If necessary, you can deactivate individual organizations to prevent them from writing to particular accounts.

You can deactivate organizations only if configuration of the planning step is not completed.

  1. Click the Home icon.
  2. Select Applications > Financial Applications.
  3. Expand one of these pages:
    • Balance sheet
    • Profit and Loss
    • Forecast
  4. Select Configuration > Financial Planning Step Overview.
  5. Click the configuration set that contains the planning step and select Show Details.
    Existing steps for the configuration set are listed in the Planning Steps pane. The pane indicates the planning steps for which organizations are configured, and whether configuration of the step is complete. You cannot deactivate organizations in a step for which configuration is complete.
  6. Click > to expand the step for which to deactivate organizations.
  7. Select the version.
  8. Clear the check boxes of the organizations to deactivate and click OK.