RFCODE

You can forecast at the GL account level or, for those expense categories where a significant change is not expected over time, at a more aggregate level (recommended).

For example, you may choose to summarize all medical supply accounts into one category as opposed to forecasting by GL account number. Alternatively, you may choose to create several medical supply categories such as MedSupplies, Implants, and Blood Products. Assign GL accounts to the appropriate category. Default RFCODE values have been provided for you as a starting point.

The following table lists all of the options available in this dimension table:

Column	Description
RFCODE	Used during the budget workbook interface process to summarize accounts into groupings for forecasting.
Description	The forecast code description. Do not enter a description in all capital letters. To remove the all-caps format in the spreadsheet, use the Proper formula =Proper().
Statement	Used to identify the main categories of the Financial Statements such as IS, BS, Hours, HoursJC, KeyStat, and Statistic. Double-click the cell to see all available options.
Type	Used to identify major Financial Statement category. Hours codes that are not reported as FTEs should be coded as Statistic. Double-click the cell to see all available options.
FSSummary	Used to identify summary level Financial Statement categories used in the standard report library. Double-click the cell to see all available options.
FSDetail	Used to identify line item Financial Statement categories used in the standard report library.
RFMap	Used in Axiom Rolling Forecasting in place of FSDetail. The RFMap naming convention requires a prefix of a single key letter + underscore (e.g., “R_”, D_, E_, H_). Each new line item added in the Global drivers section will be an RFMap record.
RFType	Used during the forecast workbook interface process to define the categories within each model that an account or account group will be categorized. Similar to BudgetType in the traditional budget workbooks. Codes for admissions and discharges that are associated with a code in the RFConfig driver for the IP Census calc method should be coded as "Block”.
RFSum	Used to summarize the data in the Forecast tab to the Summary tab in the forecast workbook. Similar to KHASum in the traditional budget workbooks.
KHABgtCode	Used for combining forecast codes together. Same as KHABgtCode in the traditional budget workbooks.
ForecastStdLine	Used during the interface process to identify the standard planning method to use for each RFCode category. In other words, this identifies the desired formula to use to calculate the forecast. Similar to KHAStdLine in the traditional budget workbooks.
InitStdLine	Used during the interface process to identify the standard planning method for initiatives.
FPCode	Used for mapping to the Financial Planning categories.