Mapping Rules Fields

Here is a description of the fields (in alphabetical order) that make up a mapping rule.

Key: * – Mandatory field

Mapping Rule Using Planning Fields

Mapping Rule Using Planning Fields

Field Name		Description
Balance Account		A mapping rule that creates a balance line in a transaction with the selected account. Only if “Balance needed” is checked.
Balance Account Debit/Credit		The credit rate and debit rate line in a generated transaction. It depends on the type of transaction that is created. For example, Income or Expense.
Balance needed		When enabled, the special script balances lines in resulting records. It is used only to generate transaction entries.
Calculation Rules		The calculation rule or a set of rules that runs after the mapping rule process finishes.
Configuration Set		A set of tags used as configurations for a mapping rule. You can run one rule several times with the existing configuration.
Delay		For internal use only. Do not change this setting.
Description		Description of the mapping rule.
Folder		The folder that stores the mapping rule.
Resulted Child Tag Dimension		The type of tag that is used as a child result.
Resulted Head Tag Dimension		The type of tag that is used as a parent result.
Run After Jobs Class Name		The apex class after a mapping rule process finishes. It is needed for multi-stage data calculations.
Source Child Tag Dimension		The type of tag that is used as a child source.
Source Child Tag Filter		The filter for the child source tags used by a mapping rule to generate resulting records.
Source Head Tag Dimension		The type of tag that is used as a parent source.
Source Head Tag Filter		The filter for the parent source tags used by a mapping rule to generate resulting records.
Source Object		The Source Object that is used when creating a mapping rule. For example, Planning and Accounting - Reporting Balances.
Split result		When enabled, each source tag has a separate result tag.
Status		Indicates the status of the mapping rule. Draft Active Note: Initially, a mapping rule is created in draft status but you cannot use the mapping rule to start the data generation.
Template		When selected, the mapping rule is used as a template when creating a new budget. By default, it is deselected.
Title	*	Unique name for the mapping rule to distinguish one from another.

Mapping Rule Using Accounting - Reporting Balances Fields

Mapping Rule Using Accounting - Reporting Balances

Field Name		Description
		Deletes the selection of Accounting period and Planning period.
Accounting Period		When selected, the mapping rule is used for that specific period in Accounting.
Budget Currency		The chosen budget currency which comes from either the company or the corporate currency.
Budget Name	*	Unique name for the budget associated with the mapping rule.
Company	*	The company related to the mapping rule. Note: The company is dependent on the selection of the start date, end date, and reporting balance type.
Description		Description for the budget.
Dimension		Applies filters to General Ledger Accounts used to select budgets when creating a new mapping rule.
End Date	*	The date when the reporting balance ended.
Mapping Rule Details		Stores all information related to the budget. You must click save to store the information.
Name	*	Unique name of the mapping rule.
Parent Budget		The budget from which previous years’ budget data is imported.
Planning Period		When selected, the mapping rule is used for that specific period in Planning.
Reporting Balance Type	*	The reporting balance type associated with the mapping rule.
Start Date	*	The date when the reporting balance started.
Template	*	The budget template with which the budget is associated.
Year	*	The year with which the budget is associated.

Mapping Rule Using Planning Buttons

Mapping Rule Using Planning Buttons

Button Name	Description
Apply	Applies the mapping rule.
Apply Default Template	Creates a mapping rule as the default template.
Import	The mapping of the rule is copied by uploading to JSON and then uploading data to a new rule.
New	Creates a new mapping rule.
Save	Saves the mapping rule record.
Save as Draft	Saves the mapping rule as a draft.
Undo	Undoes the mapping rule.
Unlink	Unlinks the mapping rule from the list page.