GL Segment Mapping

The System Management > Recovery > GL Segment Mapping page provides administrators with the ability to map Lifecycle Management Suite account fields to GL account segments, allowing general ledger sub-accounts and offsets to be dynamic.

For example, an institution may use their Account > Account Information > Organization > Branch as a GL segment to categorize where transactions are occurring. Instead of configuring multiple GL sub-accounts for each branch under all top level GL account, Segment Mapping provides the ability to map all branches one time, and configure one dynamic Branch sub-account.

A dynamic GL node may be used more than once when mapping GL sub-accounts.

The GL Segment Mapping page lists all segment field mappings that are currently configured in the Lifecycle Management Suite in ascending order. Information is displayed within the following grid columns:

Column	Description
Field Name	Displays the Account Field included in the Segment Mapping.
Modified Date	Displays the date and time the GL Segment Mapping was modified.
Modified By	Displays the user who last modified the GL account.

The GL Segment Mapping page toolbar provides the ability to create and manage GL Segments:

Action	Description
	The Create function enables administrators to create a new GL Segment Mapping. To create a new GL Segment Mapping, click in the toolbar. The GL Segment mapping values screen appears. Add the segment mapping field and provide the required segment mapping values. When finished entering in all information, click to save the segment mapping and return to the GL Segment Mapping page. Click to return without saving.
	The Edit function enables administrators to edit an existing GL Segment Mapping attributes. Highlight the segment mapping that is to be edited. Click . The GL Segment mapping values screen appears. Make the necessary adjustments to the segment mapping attributes. When finished entering in all information, click to save the GL segment mapping and return to the GL Segment Mapping page. Click to return without saving.
	The Delete function enables administrators to remove an existing GL Segment Mapping if it is not mapped to an active GL Account or Offset. Highlight the segment mapping that is to be deleted. Click . A confirmation message appears. Click Yes to delete the segment mapping. Click No to return to the GL Segment Mapping page without deleting.
	Enter any text within the filter textbox to sort the offset accounts that display within the grid. The grid dynamically updates as text is entered within the text box.

GL Segment Mapping Attributes

Each GL Segment Mapping contains attributes shared by all dynamic GL nodes and are defined while creating, copying, or editing a GL Segment Mapping. When creating and editing GL Segment mappings, the GL Segment mapping values window is separated into two attribute sections: Segment Mapping and Segment Mapping Value List.

Segment Mapping

The Segment Mapping section consists of two required fields: Field Name and Mapping Name. These fields automatically populate by clicking and selecting an account field from the field list.

Segment Mapping Value List

In addition to the Field and Mapping Name populating, the Segment Mapping Value List generates all values for the account field selected, allowing for the field values to be mapped to segments.

The Segment Mapping Value List displays information within the following grid columns:

Column

Description

Value

A read-only column that displays the values of the selected field that are available to be mapped to GL Segments.

All existing values of the selected field are included in this list.

Mapping

An editable column containing text fields that are used to identify the value of the GL Segment. For example, if the Account Type - Description field is being mapped to a GL Segment, entering the mapping value of 1 produces a segment of 1 in the fully qualified account number each time this segment is used for an Auto Direct Account.

A maximum of 50 alphanumeric characters can be entered into the Mapping fields.

Default

When selected, the default checkbox designates a value as the default segment for the field when it is used in a transaction.

Each Segment Mapping must contain one default value. If a default value is not selected, an error message is received when saving the screen.

In addition to the prepopulated values, other values may be included in the Segment Mapping Values List by using the or buttons.

Create: Click this button to generate a new blank row within the Segment Mapping Values List to create a new value and mapping.
Refresh Mapping Values: Click this button to regenerate the list and include new values that have been added to the account field from outside of the GL Segment Mapping screen, such as new look up values added in System Management > Field Configurations.