Global Mappings

You can define one global mapping to map various periods to the individual mapping.

To define a global mapping:

1. From the Data Integration home page, and then from the Actions menu, select Period Mapping.
2. Select the Global Mapping tab.
3. Click .
4. In Period Key, specify the last day of the month of the current fiscal year to be mapped from the source. This is a date value that is stored in the database during the trial-balance load process and that becomes part of a key that identifies a set of trial-balance records.

   Specify the date in MM/dd/yyyy format.

   You can also select the Period Key by clicking and selecting the date.

   Note:

   The integration uses the Period Key and Prior Period Key defined in Data Integration to determine the source General Ledger periods mapped to each Data Integration period when the integration is run.

5. In Prior Period Key, specify the prior fiscal period key that is used during export to determine whether a $0.00 entry must be made earlier (the entry must be made if YTD values were loaded into a periodic category.)

   The Prior Period Key is just one month earlier to your current period key.

   Specify the date in MM/dd/yyyy format.

   You can also select the Prior Period Key by clicking and selecting the date.

   Note:

   The Prior Period Key does not apply to Account Reconciliation integrations.

   

6. In Period Name, specify the current fiscal period key of the period.
7. In Target Year, specify the year value in the target application that you are mapping the period key to.

   Year value in the target application that you are mapping the period key to.

8. In the following target periods, specify the target period value to which to load data.
   Target period value options include:
   1. Target Period Month; for example, August.
   2. Target Period Quarter
   3. Target Period Year
   4. Target Period Day
   The target period options use the Frequency values defined in Category Mappings.

   When running an integration, the system looks at the frequency value in Category Mapping and then uses that value to query the period mapping for the target period value.

   For example, if you selected "Monthly" as the frequency value in Category Mapping, the system uses the value that is entered for Target Period – Month when deciding where to load the data. If "Quarterly" was selected as the frequency value, the system uses the value entered in Target Period – Quarter, and so on.

9. Click Save.