Window Component

Function / Meaning

Use catalog filter

If selected, the FINANCE MANAGER catalogs will be opened with filter according to the last opened plan

Upload Plan Payments Configuration

Select the mode of plan payments upload: see Payment Generation

Upload Persistent Results Configuration Total / Detail

Select the mode of Distribution Costs and distribution details upload.

Manual: Results are uploaded when the Upload action is called

Automatic: Results are uploaded automatically whenever there is a change in plan payments

Batch: Similar to Batch Upload Payments, it is possible to set up a batch process running in the background to upload persistent distribution results

Method of generation persistent results

Select the mode of persistent results generation.

Trigger: distribution results are calculated using database triggers, recommended method

Workflow: distribution results are calculated using Valuemation workflows

Automatic creation of distribution elements

Select object types for which distribution elements should be created automatically