Create a Mapping with Multiple Source Segments

If a target segment requires a rollup rules mapping based on two source segments, you can define the segment rule using a file-based data import (FBDI) template or the application.

Use the Chart of Accounts Mapping Rules Import file-based data import (FBDI) template or the Create or Edit Chart of Accounts Mapping page.

Here’s how you define the segment rule on the page:

1. Select the Multiple Source Segment Rules tab.
2. Select the target segment name. The mapping method defaults to Use rollup rules.
3. Select the source segment names from the First and Second Source Segment fields.
4. In the Rollup Rules section, enter the target segment value. The operator is set to Equal to, which is the only operator currently supported for rollup rules defined between a target segment and its two source segments.
5. Select the child values for the first and second source segments.

Note: You can map a target segment to a single source segment and to two source segments at the same time. Define the rollup rule for the two source segments in the Multiple Source Segment Rules tab and define the rollup rule for the single source segment in the Segment Rules tab. You can use only the Use rollup rules mapping method for the single source segment when you're mapping a target to two source segments.