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Workday Adaptive Planning KB

Map Accounts from Source to Target Instance

You can map accounts from the source instance to the current (target) instance.

  • Source Account: This column displays all of the accounts (General Ledger, Custom, Metric, Modeled, Cube, and Assumptions) in the linked sub-instance.

  • Target Account: This column displays all General Ledger and Custom accounts in the current (target) instance.

If the source and target account codes match, click the Auto Map button to have the system create the mappings for any unmapped accounts. GL account and other account codes may vary from instance to instance. If the account codes differ in the two linked instances, you can manually establish the mappings.

To establish mappings between the source account and the target account, follow these steps:

  1. Locate the source account that you want to map and click to select it. You can use the search box to quickly locate the source account in the list.

  2. In the Mapping Details section of this screen, locate the target account and click to select it. You can use the search box to quickly locate the account in the list. You can map multiple source accounts to a single target account.

  3. Once you have located the target account, click Accept and then Save.

You can click the Printable View button to get an export of the account mappings in this screen as an ExcelTM spreadsheet.

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