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Administrator Guide
Last Updated: 2024-09-20
Create Source Systems in AP&C

Create Source Systems in AP&C

Security:
Set Up: Map Worktags
 in the Common Financial Management functional area.
You can create separate source systems in Adaptive Planning and Consolidation (AP&C) for each external Enterprise Resource Planning endpoint (ERP) from which you want to upload consolidation data into Workday.
When legal entities transacting outside of Workday are on different instances of the same external ERP, Workday recommends that you create source systems for each entity in Workday. Creating separate source systems enables you to better manage the security permissions for Consolidation Data Mapping Definitions, Consolidation Data Mapping Tables, and file uploads.
For more information on configuring security, see Configure Consolidation Data Capture Security on Community.
  1. Access the
    Maintain Source Systems
     task.
  2. Add a row.
  3. Enter a source system name and optionally a description.
  4. Click
    OK
    .
Map the source system to the integration system.