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Administrator Guide
Last Updated: 2024-09-20
Create Consolidation Data Mapping Table Definitions in AP&C

Create Consolidation Data Mapping Table Definitions in AP&C

  • Use the
    Maintain Worktag Usage
     task to enable worktag as either a primary or alternate dimension for the taggable type of Accounting Journal.
  • Use the
    Maintain Source Systems
     task to create source systems that corresponds to your external Enterprise Resource Planning (ERP) endpoint.
  • Security:
    Set Up: Consolidation Data Capture Mapping Definition
     domain in the Advanced Close and Consolidation functional area. For more information, see Configure Consolidation Data Capture Security on Community.
You can create a consolidation data mapping table in Adaptive Planning and Consolidation (AP&C) definition to:
  • Define the number of input values in your mapping table.
  • Define the number and type of outputs.
You can also use the table definition to configure how to define input values by using wildcards and ranges.
Once you create a Consolidation Data Mapping Definition and create a Consolidation Data Mapping Table based on that definition, you can't edit the Consolidation Data Mapping Definition except for changes to the definition name.
  1. Access the
    Create Consolidation Data Mapping Definition
     task.
  2. Enter a name for the mapping definition.
  3. Select a Source System.
  4. As you complete the
    Parameters
     tab for the parameter inputs for the mapping definition, consider:
    Option
    Description
    Display Name
    Enter the display name for each parameter. Example: Company, Ledger Account, Cost Center.
    Allow Wildcards
    Select if you want to enable wildcards when you define mapping rules.
    Workday doesn’t support wildcards in ranges.
    If you have wildcards (* and ?) in your dataset and want to evaluate them as string values, you might not want to enable this option.
    Range Field
    Select if you want to specify a range when you define mapping rules.
    You can't specify a range and wildcard for the same external code.
    You can enter a maximum of 20 parameter inputs.
  5. Click the
    Additional Dimensions
     tab to map company and ledger accounts.
  6. Select
    Company
     to map a company.
  7. Select
    Ledger Account
     to map ledger accounts.
  8. Select an
    Account Set
     for the ledger account mapping.
  9. Click the
    Worktags
     tab.
  10. As you complete the
    Primary Worktag Types
     and
    Additional Worktag Types
     grids, consider:
    Field
    Description
    Accounting Worktag Types
    Select worktag types to which you want to map your consolidation data.
    Worktag Type Required
    Set up worktag types as required. If you require a worktag type, you must select a worktag value for every row when you create mapping table rules.
    Disallow Inactive Values
    Select for Workday to remove inactive values automatically.
    Each primary worktag type that you define is displayed in a separate column. All additional worktag types are displayed in a single column, enabling you to select additional worktags from a single column.
    Related worktags defined at the tenant level, will only populate if you define the worktags types as additional worktags when creating a Consolidation Data Mapping Definition. Workday won’t automatically retrieve the related worktags you define on the
    Maintain Related Worktag Usage
     task.
  11. Click
    OK
     to create the structure for the consolidation data mapping table.