Create Account Rules and Mapping Set
In this procedure you create a mapping set and account rules.
Create a Mapping Set
Navigate to the Manage Mapping Sets page.
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From the Setup and Maintenance work area, click the Implementation Projects button.
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Search for the FAH Implementation project.
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Expand the task list: Define Accounting Configuration for Rapid Implementation.
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Expand the task list: Define Accounting Rules for Rapid Implementation.
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Select the task: Manage Mapping Set.
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Click Go to Task.
Create a mapping set on the Manage Mapping Sets page.
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Click Create icon.
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Enter Name.
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Enter Short Name.
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Enter Output Type.
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In the Input Source region:
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Select Actions > Select and Add.
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Search and select Source.
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Click OK
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In the Chart of Accounts region:
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Click Create icon.
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Enter Chart of Accounts.
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Enter Segment.
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Click Save.
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In the Mappings region:
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Click Create icon.
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Enter Loan Type.
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Enter Output for Department.
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Click Create icon.
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Enter additional Loan Type and Output for Department.
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Click Save and Close.
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Click Done.
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Create Account Rules
Create an account rule with a Constant value type on the Manage Account Rule page.
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Select the Manage Account Rules task.
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Click Create icon.
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Enter Name.
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Enter Short Name.
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Enter Chart of Accounts.
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Enter Rule Type.
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Click Save.
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In the Rules region:
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Click Create icon.
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Enter Value Type = Constant.
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Enter Chart of Account.
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Click Save and Create Another.
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Create an account rule using a segment rule type and a mapping set.
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Enter Name.
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Enter Short Name.
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Enter Chart of Accounts.
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Enter Rule Type = Segment.
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Enter Segment.
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Click Save.
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In the Rules region:
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Click Create icon.
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Enter Value Type = Mapping Set.
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Enter Value = Mapping Set name.
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Click Save and Create Another.
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Create an account rule using an account combination rule type:
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Click Create icon.
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Enter Name.
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Enter Short Name.
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Enter Chart of Accounts.
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Enter Rule Type = Account Combination.
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Click Save.
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In the Rules region:
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Click Create icon.
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Enter Value Type = Constant.
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Enter Value.
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Click Save and Close.
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Click Done.
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