MAINTAIN ACCOUNT MAPPING

Use this application to map Costpoint accounts to the Resource Planning accounts defined in the Maintain Chart of Accounts screen. The process will use this mapping when moving actual costs and revenue from Costpoint into Deltek Resource Planning.

The Resource Planning Chart of Accounts is displayed in this screen. To map an account, highlight the desired line and select the Mapping pushbutton. You can then select the Costpoint account(s) that will be mapped to that particular Resource Planning account.

Use this screen after creating the RP chart of accounts in the Maintain Chart of Accounts screen and before setting up interface instances in the Interface Configuration and Scheduler application.

Table Window

This table window displays all of the available Resource Planning accounts from the X_RP_CA table. To map an account, select a row and then select the Mapping pushbutton. The Account Mappings screen will then appear.  Highlight the desired Costpoint account(s) and use the Select pushbutton to associate the Costpoint account(s) with the Resource Planning account selected in the main screen.

Account

This non-editable column displays the Account from the X_RP_CA table.

Name

This non-editable column displays the Name from the X_RP_CA table.

Status

This non-editable column displays the Status from the X_RP_CA table.

Detail

This non-editable column displays the Detail from the X_RP_CA table.

Mappings

Select this pushbutton to open the Account Mappings subtask.

Table Information

This screen creates the X_ACCT_MAP table, and reads both the ACCT and X_RP_CA tables to validate the accounts being mapped.