Adding Opex to Multi-Business Unit

Multi Business Unitsmodules as categories
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James Longden A+ 87
Adding Opex to Multi-Business Unit

A questions came up on a support call the other day, asking how to insert a head office opex module into the Multi-Business Unit content.

As background to the issue: when inserting an opex module into a multi-BU model, the additional opex categories are added to the historial income statement, which also triggers the modules-as-categories mechanism, and adds three new business units.

The key to circumventing this is that you need to first insert spare categories into the historical income statement - via Insert rather than Insert Categories.

This will add in three new categories into the historical income statement:

When a new Operating Expenditure module is inserted via the normal process (MODANO / INSERT / INSERT FROM WEB) this will utilise these available categories.
If a second opex module is inserted then this will add three new categories (and no new business units) as normal:
Likewise, adding new business units will also add new historical rows between the multi-BU opex and those used by the opex modules.
Worked example attached. Cheers. J.