workday coa conversion tools - yale university · pdf file- 2 - workday@yale - change...
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- 1 - Workday@Yale - Change Management
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?