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Mapping accounts

Why rows turn green, red, blue or grey in the account mapping table

What the Row Colors Mean in the Account Mapping Table The Account Mapping Table uses color indicators to help you quickly understand the status of each row and determine whether any action is required. PMI does not automatically map new accounts; however, it may automatically remap existing mapped accounts when hierarchy changes occur. Below is an overview of what each color represents and...

Missing OTB data for a specific department

If you’re missing OTB (On The Books) data for a department in PMI (like Breakfast for example), here’s what to check: Step 1: Check OTB Interface Mapping Even if revenue mapping exists (e.g., for Breakfast under StayNTouch Rover_Revenue), OTB requires its own mapping. Go to Mapping > Accounts. Switch interface to StayNTouch Rover_OTB (or the relevant OTB interface). Verify that Breakfast...

How to reference previous Mapping settings in the Mapping accounts view

If you want to use previous mapping decisions as a reference when working with new data, follow these steps: Go to Mapping Accounts: Access Mapping Accounts from the main dropdown in PMI, or click the red alert box on the Home screen if mapping is required. Select Property and View Options: Choose the relevant property (or “All” if comparing across multiple) and enable all relevant View...

Resolving Data Discrepancies Between PMI and Your Source System

The data in PMI are extracted not only from an export file we receive but also through various active APIs that provide real-time data from the source system interface. If you find any discrepancies, you can cross-check the figures using the Import status module in PMI. The module lets you track down imported data at a granular level, which can considerably simplify the process of validating...

Split management in the mapping view

Here is a short introduction to understand how values or accounts are split across multiple departments in PMI. Split Mapping Overview: Splits allow you to allocate a percentage of an account’s value to multiple departments. For instance, if a revenue account is relevant to both the Executive Lounge and Breakfast, you can use the “Split mapping” feature to divide the value accordingly....