Create a financial data source - Legacy

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

始める前に

Role required: itfm_plan_analyst, admin, cost_transparency_admin

このタスクについて

Data sources are available for both Financial Modeling and Financial Planning applications.

手順

1. Navigate to All > Financial Modeling > Data Sources > Setup.
2. Click New.
3. On the form, fill in the fields.

   表 : 1. Financial Data Source form

   Field	Description
   Name	Enter a descriptive name for the new data source record.
   GL Account	Select the database column that refers to general ledger account expenses.
   Amount	Select the database column that refers to actual expense amount.
   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 Financial Modeling application is no longer confined to the General Ledger Staged table alone, 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.
   Currency	Select the database column that refers to currency values for the expenses.
   Posting date	Select the database column that refers to the date when the expense was incurred.
   Condition	Apply conditions to filter records.

4. Click Submit.

次のタスク

Create field maps for the data source.