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Financial data sources and field maps

Financial data sources and field maps

Financial data sources point to the actual raw expense data table used by Financial Modeling and Financial Planning.

In Financial Management, data source helps to map the raw expense data and its fields to the transaction table fields.

You can use the General Ledger Staged Data table and General Budget Staged Data table for preconfigured financial modeling activities. These tables can also be extended to create custom source table for financial modeling. Financial modeling can be done using any data source or also without any data source, when it is expected that the amounts would be manually entered directly into the Cost Model. You can create more field maps and configure which fields are to be used for cleansing or split bucket, as and when required.

Financial planning uses data source to generate actuals. The template columns used in budget definition must be mandatorily part of data source field maps to accurately map the actuals with the plan. Its also helps in budget key generation.

Start working with the following data sources available along with the application:
  • GL Staged
  • Cost Plan Breakdown (FM-PPS financial planning integration)

The following table lists the field maps provided by default with each data source. You can change the default mapping to point to a different segment or column. For example, by default 'Cost Center' column is mapped to 'name' of Cost Center [cmn_cost_center]. You can change to 'code' of Cost Center [cmn_cost_center] if the data in that column is code in your case. You can create more field maps for the custom fields as per your requirement.

Table 1. Default data source field maps
Segment name Transaction table
Cost Center Cost Center [cmn_cost_center]
Location Location [cmn_location]
Vendor Company [core_company]
Department Department [cmn_department]
Project Project [pm_project]
Figure 1. Financial data source and its field maps
Financial data source field maps