Step 3: Adding and Modifying Smart Lists

Add Smart Lists to contain all General Ledger account codes and their chart field or segment descriptions. Use ERP Integrator to map the General Ledger account codes and descriptions to corresponding Smart Lists in the compensation budget.

Public Sector Planning and Budgeting provides predefined Smart Lists and descriptions, which you can change or delete to match the line item budget dimensions:

Note:

Later map segments that represent default natural accounts to the Account dimension.