Create a financial data source

Database columns referring to raw expense details must be identified to create a new data source in Financial Management.

Before you begin

Role required: budget_admin, cost_transparency_admin

About this task

Data sources are available for both cost transparency and financial planning modules.

Procedure

  1. Navigate to Data Sources from Cost Transparency or Financial Planning.
  2. Click New.
  3. Fill out the fields on the form (see table).
  4. Click Submit.
    Field descriptions to create a new data source record in Financial Management.
    Field Description
    Name Enter a descriptive name for the new data source record.
    Table Select a database table with actual raw expense data.

    The Table field shows the source from where the financial data is retrieved. The source of the Cost Transparency application is no longer confined only to the General Ledger Staged table, but can point to any table with financial transaction information. Any table in the platform can be used as long as the mandatory column requirements of representing amount, account number and date are met.

    GL Account Select the database column that refers to general ledger account expenses.
    Currency Select the database column that refers to currency values for the expenses.
    Amount Select the database column that refers to actual expense amount.
    Posting date Select the database column that refers to the date when the expense was incurred.
    Condition Apply conditions to filter records.

What to do next

Create field maps for the data source.