Create Source Systems
Security:
Set Up: Map Worktags
in the Common Financial Management functional
area.You can create separate source systems 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.
- Access theMaintain Source Systemstask.
- Add a row.
- Enter a source system name and optionally a description.
- ClickOK.
Map the source system to the integration system.