GL Mapping Update Without Impacting Historical Periods

Monpero1

Hi Everyone,

I have a module that is dimensioned by GL Account and a P&L Line Item subset, which is mapped to the GL Account.

I’m looking for a way to ensure that when changes are made to the mapping, they only affect the current and future period numbers—without impacting historical data. Ideally, this should be done using a formula based on the Time dimension, rather than through an import process.

Is there a workaround to achieve this? A step-by-step guide on how to build it would be greatly appreciated.

Thank you!

rob_marshall

@Monpero1

Your thought process is correct, on the mapping module, dimensional it by time. This will take longer to input (you could create an action to copy the previous month/time period over to the current month/time period) but this will ensure your mapping for previous time periods remain the same.