Creating Predefined Dimension Mappings Using the Feature Console

The Predefined Dimension Mappings Feature Console feature enables you to map the region, practice, group, and project of a PSA record to a dimension 1-4 on the appropriate Accounting document. That way, when you create Accounting documents from PSA records, dimensions are automatically populated. After the document is posted, the dimensions are transferred to the resulting transaction line items.

Warning:

You must manually ensure that the name of each region matches the name of a single dimension 1 record. When creating an Accounting document, if multiple or no dimensions are found for the region, the Accounting document is not created. This also applies to practice, group, project names and dimensions 2-4.

The mappings are created as custom mappings. This enables you to manually modify them if needed.

Notes:

• You must have read access to the source fields and the target fields listed in the table below.
• If a mapping to a target field already exists, it is not overwritten.

This feature has one automatic step to create the mappings. To enable the feature:

1. Click Perform to run the step. The mappings are created and the Status changes from "Not Done" to "Done". The table below lists all the custom mappings created when you perform the step.
2. Use the Status slider in the Feature section to mark the feature as enabled.

For more information about the Feature Console, see the following in the Foundations Help:

• Feature Console
• Enabling and Disabling Features

Custom Dimension Mappings Created Using the Feature Console

Mapping Process	Source Object	Target Object	Source Field	Target Field
Billing Event to Sales Credit Note	Billing Event	Sales Credit Note	Project > Project Name	Dimension 4
	Billing Event Item	Sales Credit Note Item	Project > Region > Region Name	Dimension 1
			Project > Practice > Practice Name	Dimension 2
			Project > Group > Group Name	Dimension 3
			Project > Project Name	Dimension 4
Billing Event to Sales Invoice	Billing Event	Sales Invoice	Project > Project Name	Dimension 4
	Billing Event Item	Sales Invoice Item	Project > Region > Region Name	Dimension 1
			Project > Practice > Practice Name	Dimension 2
			Project > Group > Group Name	Dimension 3
			Project > Project Name	Dimension 4
Expense Report to Payable Credit Note	Expense	Payable Credit Note Expense Line Item	Project > Region > Region Name	Dimension 1
			Project > Practice > Practice Name	Dimension 2
			Project > Group > Group Name	Dimension 3
			Project > Project Name	Dimension 4
Expense Report to Payable Invoice	Expense	Payable Invoice Expense Line Item	Project > Region > Region Name	Dimension 1
			Project > Practice > Practice Name	Dimension 2
			Project > Group > Group Name	Dimension 3
			Project > Project Name	Dimension 4
Miscellaneous Adjustment to Journal	Miscellaneous Adjustment	Journal Line Item (Default)	Project > Region > Region Name	Dimension 1
			Project > Practice > Practice Name	Dimension 2
			Project > Group > Group Name	Dimension 3
			Project > Project Name	Dimension 4
	Miscellaneous Adjustment	Journal Line Item (Balancing)	Project > Region > Region Name	Dimension 1
			Project > Practice > Practice Name	Dimension 2
			Project > Group > Group Name	Dimension 3
			Project > Project Name	Dimension 4
Vendor Invoice to Payable Credit Note	Vendor Invoice Item	Payable Credit Note Expense Line Item	Project > Region > Region Name	Dimension 1
			Project > Practice > Practice Name	Dimension 2
			Project > Group > Group Name	Dimension 3
			Project > Project Name	Dimension 4
Vendor Invoice to Payable Invoice	Vendor Invoice Item	Payable Credit Note Expense Line Item	Project > Region > Region Name	Dimension 1
			Project > Practice > Practice Name	Dimension 2
			Project > Group > Group Name	Dimension 3
			Project > Project Name	Dimension 4