Profitability to Financial Mapping

In Planning, you may want to automatically feed amounts from a profitability or operational account into your financial data on your Income Statement or Balance Sheet. Catalyst lets you do that easily. 

Why

• You would only do this for Planning to Financial syncing, rather than Financial to Planning because your financial data is usually synced via actuals overnight automation from your ERP systems.
• Allows you to keep consistency in the dollar forecast between both the Planning and Financial modules.
• Simplifies your efforts as you won't have to load GL account detail manually if you're already planning at that level of detail.  

How

1. Navigate to Planning > Planning Administration > Profitability to Financial Mapping
   
2. Use the filters to select your Company, Scenario, and Profitability Account. Click Apply Filter.
3. This will show you what mapping already exists from that filter combination. 
4. Click Add under Actions to a new mapping.

Notes

• Most common use-case is to connect your Gross Sales profitability account to a generic Financial revenue account, such as Sales. 
• You cannot manually map items or customers. It must be on a broader scale (e.g. account to account).