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Example: A teacher is paid through a grant. This grant allows pay for the teacher's salary. When a sick day is taken it will be charged to the sick leave account which corresponds to the salary account. This would not be correct as the grant should not have leave charged to it. Account mapping could be used in this case to charge all leave against the regular teacher's salary account.
Field Definitions
- To add additional lines, click on Insert
. - In the Order field enter The Order
option is the number in which the information should be entered and processed. When assigning order numbers, it is important to assign the more detailed accounts with lower order numbers (e.g. 1, 2, 3 ...) and the less detailed accounts a higher order number. Once an account matches a line of mapping, the account can not be charged again.
- On the left side, the Original Account field, enter the original account number. The account code may be entered using wildcards. The % symbol represents a single digit while the * represents multiple digits. For example, to specify all SCC's beginning with 90 and ending with 0, the SCC would be entered as 90%0. To specify all Functions ending with 30, enter the Function code as *30. Any account code dimensions that are left blank on the "map into account" portion of the screen will be filled with the value of that same dimension from the original account.
On the right side, or the Mapped Account field, enter the account number to be charged. The account code may be entered using wildcards. The % symbol represents a single digit while the * represents multiple digits. For example, to specify all SCC's beginning with 90 and ending with 0, the SCC would be entered as 90%0. To specify all Functions ending with 30, enter the Function code as *30. Any account code dimensions that are left blank on the "map into account" portion of the screen will be filled with the value of that same dimension from the original account.
Make sure it specifically states that NOTE** spaces are treated the same as "*" wildcards. Ensure that account codes with spaces on the left-hand side are matched with spaces. For instance, an account with a function code of " " should match all functions and act the same way as if they had entered an "*" for that field**. Any account code dimensions that are left blank on the "map into account" portion of the screen will be filled with the value of that same dimension from the original account.
Account Mapping is used to 'reroute' accounts that board amounts are being distributed to
- Any account dimension can be changed
- 2XX objects are for BRDDIS and BRDRETEmployer Distributions and Employer Retirement Share
Order of accounts in MAPPING is important
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- Be careful of wildcards in the object codes due to various programs using the mapping entries
- Use 2XX objects for BRDDIS and BRDRETfor Employer Distributions and Employer Retirement Share
Account on left is “from” account
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- Final account used for distribution
Adding mapping lines
Use modify, enter number one less where you want the entry inserted
For example:
- If you want to add a new order 14, enter as order 13
- Think of it as add after 13
Delete mapping lines
- Space over order number
- Remaining orders are renumbered upon accept
Mapping lines are not changed by USAS programs ACTCHG Account Change or FNDCHG Fund Change
Implementation of mapping
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- From the Utilities menu select Account Mapping
- Click on
- Enter in the Original Account and the Mapped Account too
- Click on 'Save'
Edit Mapping Account Entry
- Select Account Mapping
- Go to Account that needs changing and enter in new Mapping Account number
- Click on 'Save'
Delete Mapping Account Entries
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- Click on the 'Remove
option next to the desired account.
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- Click on 'Save'
To 'Reorder' the sequence of the mapping accounts
- Click on the
option option at the end of the account row. Click and Drag to the new order line and click . - Click on 'Save'
