workday coa conversion tools - yale university · pdf file- 2 - workday@yale - change...

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Workday COA Conversion Tools

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Review of six new PTAEO to Workday COA Tools

Conversion tool

PTAEO to COA Converter—Single PTAEO Conversion

PTAEO to COA Converter—Batch File Upload

Brio Reports

BUG307b Sortable Detail Transaction with Workday Chart of Accounts

PTAEO to Workday COA Mapping Brio

YBT – Workday Chart of Accounts Viewer

PTAEO to Workday COA Mapping—AdHoc Mapping Views

Objectives

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PTAEO to COA Converters

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There are two conversion processes that you can access thru this one tool:

• Conversion of a single PTAEO

• Conversion of a batch of PTAEO

These tools were designed after the current PTAEO Validator that is used to validate a complete PTAEO string for usage in the system.

Workday COA Tools

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Workday COA Tools

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Workday COA Tools

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Workday COA Tools

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Workday COA Tools

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Brio Reports

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Located in the “Workday Transitions” Folder of the BUG

Library are two new reports that provide PTAEO to

Workday to COA conversion data.

• BUG 307b Sortable Detail Transaction with Workday

Chart of Accounts

• PTAEO to Workday COA Mapping Brio

Workday COA Tools

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Workday COA Tools

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Workday COA Tools

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Workday COA Tools

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ORG to Cost Center Mapping

Expenditure Mapping

Workday COA Tools

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YBT Tools

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WD101 Cost Center – Ledger Account Viewer

Workday COA Tools

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WD102 COA Segment Values Viewer

Workday COA Tools

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PTAEO to Workday COA Mapping – Ad-

Hoc View

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Located in the Data warehouse are four new “Views”

that can be used to query data.

Initially created to help with system remediation, these

Views are available to departments should they wish to

join this data to an existing brio or create new brios.

Workday COA Tools

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Questions?