Using the Transfer to Financial Planning utility

The Transfer to Financial Planning utility provides administrators a way to map and transfer data from Axiom Management Reporting and Axiom Rolling Forecasting systems to Axiom Financial Planning. The form-based utility is available from the Fin Plan Admin task pane.

The transfer utility includes all the functionality you need in a user-friendly wizard that walks you step-by-step through the process of selecting, mapping, verifying, and transferring data, and also provides the option to build plan files after transfer.

The transfer utility consists of four main processes divided into a total of 10 steps:

1. Configuration for Data Transfer
   • Step 1: Open the utility, read instructions on welcome page.
   • Step 2: Select data years and sources. Select the time periods, data sources, and data to be transferred.
   • Step 3: Configure the data to transfer. The substeps vary depending on sources selected in Step 2.
   • Step 4: Select data options. Select data options, Select which codes you would like to consolidate to the Balance Sheet (optional)
   • Step 5: Review the configuration summary
2. Code Mapping and Validation – The utility checks code mapping for mismatches and presents warnings for any found and allows you to make corrections before continuing.

   • Step 6: Verify FPNode and FPNodeBS data mapping

   • Step 7: Verify FPCode data mappings

   • Step 8: Reconcile and validate aggregate data

3. Models and Node selections – Select which nodes to include and which models to save data to, and the desired node types.

   • Step 9: Select nodes, models, and node types

4. Finalize and submit – Select whether to create nodes on submission or build the nodes later if you want to add data from another source first. Click Submit when ready to transfer data.

   • Step 10: Finalize and submit the transfer