Automating the GL or PL file

The automation of the GL/PL file process streamlines the management of General Ledger and Profit & Loss accounts.

To automate the GL/PL file:

  1. Import data lake object schemas in ION.
  2. Download Excel files for mapping.
  3. Configure the Account maps.
  4. Add Atlas Upload to workspace.
  5. Upload General Ledger Account Mapping file.
  6. Verify data From Data Fabric for glaccountmap object.
  7. Execute the GL Account maps/GL Reset Workflow Orchestration. See, Changing and monitoring data flows.
  8. Verify the Hierarchy reports dashboard or refer to KB posted by support team for troubleshooting any issues encountered during the automation process.