Setting Up New Data Load Mappings for Rules Affected by Custom Dimensions

Make sure you set up new data load mappings for any data load rules affected by the custom dimensions. Data load mappings convert the chart of accounts values from the NetSuite General Ledger to Planning and Budgeting dimension members during data transfer. This lets Data Management categorize NetSuite General Ledger balances. For more information about data load mapping, see Data Load Mapping in the Oracle Help Center.

The following table list the data load rules affected by the custom dimension and the category for each rule. Use this table to select the Location and Category in the Point of View (POV) bar when you set up the data load mapping.

Data Load Rule (Location)	Category
BalSht_Beg_Bals	NSP_Actual
BalSht_Beg_Bals_RC	NSP_Actual
BalSht_Trans	NSP_Actual
Consol_FxRate_Actual	NSP_Actual
Consol_FxRate_BudAct	NSP_Actual
Days_in_Month	Current
IncStmt_Trans	NSP_Actual
IncStmt_Trans_RC	NSP_Actual

To set up new data load mappings for the rules affected by custom dimensions:

1. Click the Navigator icon , and then under Integration, select Data Management.

   The Data Management window opens.

2. Click the Workflow tab, and then under Data Load, click Data Load Mapping.

3. In the POV bar, click the link next to Location.

   The Select Point of View window opens.

   Tip:

   In the Select Point of View window, you can click the search icon next to fields to search for and select POV values.

   1. In the Location field, enter the data load rule.

      For example, enter BalSht_Beg_Bals.

   2. In the Category field, enter the category that goes with the rule you entered, as shown in the preceding table.

      For example, if Location is BalSht_Beg_Bals, enter NSP_Actual.

   3. Click OK.

4. From the Dimensions list, choose the custom dimension that you want to map.

5. Click the Like tab, and then click Add.

6. In the new row, in the Source Value and Target Value fields, enter an asterisk (*).

   The asterisk maps the NetSuite General Ledger account to Planning and Budgeting as-is, without any changes.

7. In Rule Name, enter the name of the data load rule used to transfer budget amounts to the NetSuite General Ledger.

8. (Optional) In Description, enter a short description of the mapping.

   For example, enter something such as Map to the General Ledger.

9. Click Save.

10. If you enabled more than one custom dimensions, repeat steps 4 – 9 for each one.

11. Repeat steps 3 – 9 for each data load rule listed in the preceding table.

Related Topics

• Setting Up Planning and Budgeting After Enabling Custom Dimensions

General Notices