Financial Matching Flow Input Fields

The input fields are the foundation of every dataset in Financial Management Analytics. These fields are extracted from your org environment by the dataflow when you create the Analytics app, the data is then processed to populate your apps' datasets.

Base Objects

This flow uses Matching History and Transaction Line Item as base objects to extract Accounting field information. It also uses these objects to look up to other Accounting objects to complement the data necessary to generate the Financial Matching Dataset.

Matching History

This are the main fields retrieved from the Matching History object in Accounting.

Fields Retrieved from the Matching History Object

Field	Description
Account Outstanding Value	These fields are extracted directly from your Accounting environment. For more information about these fields, see the Matching History object in the Accounting Help.
Account Value
Action
Days to Pay
Discount Date
Document Outstanding Value
Document Value
Dual Outstanding Value
Dual Value
Home Outstanding Value
Home Value
Line Number
Match Type
Matching Date
Undo Matching Reference
Undo Reason
Year
Created Date
Record ID
Cash Matching History ID
Account	We use this field to look up the corresponding Accounting object for the following fields Account
Matching Reference	We use this field to look up the corresponding Accounting object for the following fields Matching Reference
Period	We use this field to look up the corresponding Accounting object for the following fields Period
Company	We use this field to look up the corresponding Salesforce object for the following fields User Company

Transaction Line Item

Field Retrieved from the Transaction Line Item Object

Field	Description
Transaction Line Item	We use this field to look up the corresponding Accounting objectFinancial Transactions Flow Input Fields

Augmented Fields

The augmented fields complement the data imported from the base objects allowing you to have a deeper visualization of your data.

Note:

These fields are imported directly from your org. For more information about these fields, see the field reference page for the relevant object.

Key: → — Lookup path between objects; * — Calculated in field in the dataflow.

For more information about the calculated fields, see the Financial Matching Flow Intermediate Processing.

Augmented Fields in the Financial Matching Flow

Object	Lookup Path	Fields
Account	N/A	AccountNumber
		BillingCity
		BillingCountry
		BillingState
		c2g__CODABaseDate1__c
		c2g__CODABaseDate2__c
		c2g__CODABaseDate3__c
		c2g__CODABaseDate4__c
		c2g__CODABillingMethod__c
		c2g__CODACreditAgency__c
		c2g__CODACreditLimit__c
		c2g__CODACreditRating__c
		c2g__CODACreditStatus__c
		c2g__CODADaysOffset1__c
		c2g__CODADaysOffset2__c
		c2g__CODADaysOffset3__c
		c2g__CODADaysOffset4__c
		c2g__CODAPaymentMethod__c
		c2g__CollectionsOnHold__c
		c2g__CollectionsOnHoldReason__c
		Industry Name
		Sic
		SicDesc
	→ Dimension 1	Name
	→ Dimension 2	Name
	→ Dimension 3	Name
	→ Dimension 4	Name
	→ Parent Account	Name
		ID
	→ Contact	Name
Matching Reference	N/A	Name
Period	N/A	AP
		AR
		Close Id
		End Date
		Name
		Period Name Date
		Period Number (measure)
		Period Number
		Quarter
		Year Name (measure)
		Year Name
		Year Period (measure)
		Year Period
	→ Year	Status
		Year End Mode
		Year End Processing Date
User Company	N/A	User (multilookup)