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IBP - Editable key figure only editable on lowest (base) planning level. Restrict Editability.

vincentverheyen
Active Participant
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Let's say in IBP, we have a stored editable Key Figure on base planning level Month + Product + Location.

Can you restrict the editability of a key figure to only allow edits on the lowest (base) planning level.

That is: to restrict editability on higher levels, for example on Month + Product level.

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Rigor
Discoverer
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Hi @vincentverheyen, another idea would be to create:

- Dummy simple master data entry for the base planning level (Location in your example)
- Planning objects for the dummy MD entry on the base PL
- Permission filter with option Location <> DUMMY and assign to users

When changing values on Month + Product, IBP will try to disaggregate them to Month + Product + Location and give authorization issue. This proposal depends on KF disaggregation settings (can confirm for Equal Distribution / Same Key Figure - Stored Values).

vincentverheyen
Active Participant
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@Rigor Interesting. Have you ever used this before? With what process did you create the Planning Objects, and also: will this work for 1 particular Key Figure only? We do not want to restrict the entry on higher level for other Key Figures that use this base Planning Level.
Rigor
Discoverer
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@vincentverheyen, actually I learnt this from an issue. One of our users had authorization issue, he didn't have access to one of the lowest level planning objects when changing data on a higher level. So I thought this error-driven behaviour could help with your requirement. And yes, this would affect other key figures as well.