The Store Account Maps overview screen in the Brisk documentation demo.
Map or intentionally ignore a store-level account when rolling balances into the consolidated chart.
## At a glance
- **Identify it by:** **Consolidated Account**, and **Mapping Status**.
- **Check its business context:** **Store**, **Reporting Store Account**, and **Consolidated Account**.
- **Why care:** Consolidated results are only as reliable as store connectivity, account mapping, currency/timezone setup, and the status of the latest run.
## Before you begin
You need the Brisk permission for the action you are taking on store account maps. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.
Have valid **Store**, and **Reporting Store Account** records ready first. Those selections determine where this Store Account Map belongs and which later screens can find it.
Create a Store Account Map
The Store Account Maps create screen in the Brisk documentation demo.
Create a Store Account Map after searching for the person, organization, item, location, or resource under alternate names and identifiers. Merge or correct an existing master record instead of creating a duplicate.
1. Select the business context first: **Store**, **Reporting Store Account**, and **Consolidated Account**.
2. Enter the required identifying and operational values: **Store**, and **Reporting Store Account**.
3. Review **Mapping Status** deliberately; these choices control availability or workflow rather than merely describing the record.
4. Save the Store Account Map, then confirm **Consolidated Account**, and **Mapping Status** on its detail page before continuing.
After saving: Run or refresh consolidation and clear every Needs Review mapping before distributing consolidated financial statements.
Delete a Store Account Map
Delete this Store Account Map only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option.
On the confirmation page, verify **Consolidated Account**, and **Mapping Status**. After confirmation, return to the Store Account Maps list and make sure only the intended Store Account Map was removed.
Review Store Account Map details
Use the detail page as the shared record of what this Store Account Map currently means. Verify **Consolidated Account**, and **Mapping Status** before relying on it for a decision.
Follow **Store**, **Reporting Store Account**, and **Consolidated Account** to determine whether the issue is on this Store Account Map or on one of those linked records.
Next check: Run or refresh consolidation and clear every Needs Review mapping before distributing consolidated financial statements.
Edit an existing Store Account Map
Edit this Store Account Map to keep the same real-world party, item, location, or resource accurate. Do not repurpose it for a different entity after activity is attached.
1. Open the detail page. Compare **Store**, **Reporting Store Account**, and **Consolidated Account** with the supporting document or approved request.
2. Recheck **Reporting Store Account**, **Consolidated Account**, and **Mapping Status**. These values are most likely to change store mapping and consolidated statement results.
3. Save the change, return to the list, and confirm that the Store Account Map now appears under the expected **Mapping Status**.
After the change: Run or refresh consolidation and clear every Needs Review mapping before distributing consolidated financial statements.
Find and review store account maps
The Store Account Maps list screen in the Brisk documentation demo.
Use the Store Account Maps list to find the correct record before opening or changing it. Compare **Consolidated Account**, and **Mapping Status**. Records with similar names or numbers can still belong to different **Store**, **Reporting Store Account**, and **Consolidated Account**.
- Keyword search checks **Code**, **Name**, **Mapping Status**, and **Notes**.
- Narrow the list with **Store**, and **Consolidated Account** filters.
- The initial order emphasizes **Name**, and **Code**. Select a column heading when you need a different comparison.
Open the Store Account Map whose **Consolidated Account**, and **Mapping Status** match the task. If it is missing, clear the list filters and recheck **Store**, **Consolidated Account**, and **Mapping Status** rather than creating a replacement immediately.
## Fields and business rules
Brisk stores 5 user-relevant fields for this Store Account Map, including 3 linked-record selections and 1 controlled-choice field. Create and edit screens may hide calculated or workflow-managed values from this full reference.
| Field | Required | What it controls |
|---|---:|---|
| **Store** | Yes | The store associated with this store account map. |
| **Reporting Store Account** | Yes | The reporting store account associated with this store account map. |
| **Consolidated Account** | No | The consolidated account associated with this store account map. |
| **Mapping Status** | No | The mapping status recorded for this store account map. Available values: Mapped, Ignored, Needs Review. |
| **Notes** | No | Additional internal notes about this store account map. |
## What happens next
Run or refresh consolidation and clear every Needs Review mapping before distributing consolidated financial statements.
## Common mistakes and troubleshooting
- **The record will not save:** Recheck **Store**, and **Reporting Store Account** and any message beside the field. A required related record may also be inactive or unavailable to your role.
- **The values look right but the result is wrong:** Open **Store**, **Reporting Store Account**, and **Consolidated Account** from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.
