Page Comparison - Data mapping (v.9 vs v.10) - MYOB Advanced

Main grid displays all

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The The Data Maps screen Maps screen (MPPP7020) lets you map associate MYOB Advanced Payroll records with imported timesheet data to records in the MYOB Advanced Payroll module.

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To set up a data map, first choose a Data Source Type in the Source field. Advanced provides a DEFAULT records.

For example, an employee might have two IDs: one in MYOB Advanced Payroll and one in the system where their timesheets come from. By mapping these two IDs to each other, MYOB Advanced Payroll knows that they both refer to the same employee.

The Source field refers to where timesheets will be imported from. MYOB Advanced Payroll includes a default source, but you can set up new data sources by clicking the edit button . Companies using MYOB Advanced time cards must set up a time card type source.

Data

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Go to the Data Maps screen (MPPP7020).
In the summary area, click the edit icon (Image Added) next to the Source field.

This opens the

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On the toolbar of the Data Map Source Types window

(MBCS7010):

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When setting up a new data source, tick the Time Card type box if the source will be used to import data from MYOB Advanced Time Cards.

Once you have selected a Data Source Type, select the kind of records to map from the Entity Type dropdown. Selecting an Entity Type populates the main grid with all records of that type. Three types of record can be mapped:

Record

Description

Employee

Main grid displays all active payroll employees

Pay item

, click the Add Row icon (Image Added).
In the new row, complete the Source type and Description fields.
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If you want this source to be the default data map used on other screens, select the Default type checkbox.
If you're setting up a source for a time card data map:
1. Select the Time Card type checkbox.
2. In the Subaccount Source dropdown, select where the subaccount will be taken from when importing time card data using this source.
If the source is for importing materials costs, select the Import Materials checkbox.
On the toolbar, click the Save current record and close the screen icon (Image Added).

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title	Set up a data map

Go to the Data Maps screen (MPPP7020).
In the Source field, select which timesheet source you want to set up a data map for.
Select which Entity Type you want to map records for:
- Employee – All active payroll employees.
- Pay item – All active pay items that have a calculation method of “Rated” or “Amount”

Subaccount

- .
- Subaccount – All active subaccounts.
- Project

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- – All projects.
- Inventory Item

– All Non-Stock Items.

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Mapping for projects and inventory items is used for the allocation of payroll expenses. Project tasks can also be imported, but the mapping for these is not set here—tasks are mapped directly by name, or the default project task is used.

To begin with, the grid contains Enter mapping details directly into

The main grid displays details of the records in the Internal ID and Internal Description

columns—to complete the mapping, you must supply the External ID and External Description that each records maps to. There are two ways of doing this:

columns. Each record can only have a single external identifier mapped against it. There are two ways you can complete mapping:
- Manually enter enter the External ID and External Description

columns Click the Export button (

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- for each record.

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Each record can only have a single external identifier mapped against it.

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- On the toolbar, click the Export to Excel icon (Image Added). Complete the mappings in the exported Microsoft Excel file. On the Data Maps toolbar, click the Load Records from File icon (Image Added) to upload the completed Excel file back into the grid.

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You don’t need to map all records to be able to save the mapping—any unmapped records will be ignored when mapping imported timesheet data.
On the toolbar, click the Save icon (Image Added).

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Versions Compared

Old Version 9

New Version 10

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