Friday, December 7, 2018

Calculated Account: Amounts did not spread out correctly in Adaptive Insights

This article is intended for accounts integrated with Adaptive Insights, NetSuite's partner in delivering financial management solutions.

Solution / Recommendation:

1. Check the End of Plan of the version and make sure that it captures the entire duration of your calculated account

To Illustrate:

Customer spread a revenue of $10,000.00 for 10 months (starting October 2012)  but it only spread to three months (October to December 2012)

The End of plan for this version is December 2012, so we would not expect to see values for 2013 because these months do not exist in the 2012 version.

2. The End of plan can be adjusted by accessing the Admin menu and selecting Manage Versions.

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