Creating a Mapping Rule

By applying mapping rules, you can transform records from Planning and Analysis or Accounting - Reporting Balances into Planning and Analysis.

You must create a corresponding mapping rule to convert records from one dimension to another. You must specify the source of the records, where the information will be mapped, and the details you want to transfer across.

Notes:
  • Before creating a mapping rule, ensure that all dimensions are set appropriately to synchronize the records from Planning and Analysis to Accounting and vice versa. For more information on setting up the dimensions, see Managing Accounting and Planning and Analysis Data.
  • If you are a non Accounting user or do not have the Accounting package installed, then Accounting- Reporting Balances source checkbox would be disabled.
  • To use mapping rules imported from Accounting, you must add all custom fields to the Accounting permission set and the permission set must be assigned to you. These fields include Dimensions 1-4, General Ledger Accounts, Periods, and Reporting Balances.

Creating a Mapping Rule from Other Sources

To create a mapping rule from Other Source data, perform the following:

  1. Do one of the following:
    1. On the Links page, click Modeling Rules | Mapping Rules.
    2. On the Planning Workspace tab, in the Navigation Pane, click Mapping Rules.
  2. Click New.
  3. Select the source as Other Source to create a new mapping rule.
  4. Select your source from the Source dropdown list, for example Sales Orders or Revenue Schedules Lines.
  5. Click Next.
  6. In the Name field, enter a unique name.
  7. In the Budget Year field, select a budget year. Budget Year start and end dates will be used to filter source records.
  8. In the Source Date field, select a Date Type field from the Source Object to filter records.
  9. In the Source for Budget Amount field, select a source.
  10. In the Budget Lines Grouping Criteria field, select a grouping criteria.
  11. In the Line Type field, select Expense or Income.
  12. [Optional] In the General Ledger Account field, select a general ledger account from Planning and Analysis.
  13. Click Next.
  14. In the Budget Name field, use the populated name or enter a unique name.
  15. In the Company field, select a company.
  16. In the Budget Currency field, the corporate currency is chosen by default. If the previously selected Source for Budget Amount field is not a currency field, this field is disabled.
  17. In the Template field, select a budget template.
  18. [Optional] In the Parent Budget field, select a parent budget. Only parent budgets with the previously selected budget year are shown.
  19. [Optional] In the Description field, enter a description of the budget.
  20. Click Save or Save & Apply. After creating a budget, you will receive a confirmation email.