Mapping and activating taxonomies

Taxonomy accounts must be mapped to ledger accounts. That is a separate task that a financial specialist can perform after the previous steps have been completed.

You only map ledger accounts for taxonomies, and only activate taxonomies that you want to use in LN Analytics for Foundation. See the next steps for a short explanation of the procedure. For more details, see the online help of the applicable LN sessions.

To map taxonomy accounts to ledger accounts and release taxonomies:

  1. In LN, navigate to Financials > Master Data > General Ledger > Structure to start the Taxonomies (tfgld1170m000) session.
  2. If you have not previously imported and mapped taxonomies, navigate to the taxonomy accounts, select a taxonomy account with sublevel 0 and click Ledger Mapping to start the Mappings by Taxonomy Account (tfgld1172m000) session. Use this session to define the mapping of the LN General Ledger accounts to the taxonomy Account IDs.
    If you have previously imported, mapped, and released taxonomies, no action is required. You have duplicated the taxonomy including structure and mapping. If new taxonomies contain new accounts that can be mapped, this is mentioned in the release notes (for LN Analytics 2022.06, this is not the case).
  3. When the mapping is complete, click Validate in the Taxonomies (tfgld1170m000) session to validate your taxonomy and resolve any validation errors and accept validation warnings.
    If the taxonomy status changes to Validation Errors, review the Error and Warnings per Taxonomy tab. If there are no errors and all warnings are accepted, the taxonomy status changes to Validated.
  4. Release a valid taxonomy by clicking Release in the Taxonomies (tfgld1170m000) session. Consequently, the taxonomy status changes to Active. Only active taxonomies are available in LN Analytics Foundation for Birst.
  5. If you have previously imported, mapped, and released taxonomies, close the previous version of your taxonomy by clicking Close in the Actions menu of the Taxonomies (tfgld1170m000) session.