Map Accounts from Source to Target Instance
You can map accounts from the source instance to the current (target) instance.
- Source Account: This column displays all of the accounts (General Ledger, Custom, Metric, Modeled, Cube, and Assumptions) in the linked sub-instance.
- Target Account: This column displays all General Ledger and Custom accounts in the current (target) instance.
If the source and target account codes match, click the
Auto Map
button to have
the system create the mappings for any unmapped accounts. GL account and other account
codes may vary from instance to instance. If the account codes differ in the two linked
instances, you can manually establish the mappings.To establish mappings between the source account and the target account, follow these
steps:
- Locate the source account that you want to map and click to select it. You can use the search box to quickly locate the source account in the list.
- In theMapping Detailssection of this screen, locate the target account and click to select it. You can use the search box to quickly locate the account in the list. You can map multiple source accounts to a single target account.
- Once you have located the target account, clickAcceptand thenSave.
You can click the Printable View button to get an export of the account
mappings in this screen as an Excel
TM
spreadsheet.