Configuring Project Retention Fact for PeopleSoft

Retention metrics are supported for EBS and PSFT adaptors. Since the source of truth for EBS adaptor is billing fact, by default the Retention amounts are mapped to Invoice Line fact. But for PSFT adaptor these mappings are not valid and have to be sourced from Retention fact. Hence metrics defined on the Invoice line fact have to be unmapped and retention fact has to be enabled.

• Enabling the Retention Fact

• Unmapping the Extraneous Metric Definitions

Oracle recommends that you make a back up of the BI metadata repository (that is, the RPD file) before applying changes.

Enabling the Retention Fact

Edit the BI metadata repository using the BI EE Administration Tool to enable the project retention fact.

1. In Oracle BI EE Administration Tool, edit the BI metadata repository (for example, OracleBIAnalyticsApps.rpd) in online mode.
2. In the Business Model and Mapping layer, select the 'Fact_W_PROJ_RETENTION_F_Retention_Amounts ' Logical Table Source from the 'Fact - Project Billing', and then right-click and choose Edit.
3. Display the General tab and clear the Disabled check box as shown in the screenshot.
   
   Description of the illustration GUID-063C2F04-2644-4276-AF2D-CFDA8674D91F-default.gif
4. Save the BI metadata repository (that is, the RPD file).

Unmapping the Extraneous Metric Definitions

By default, the Retention related amounts are mapped to Invoice Line fact. But for a PeopleSoft adaptor, this mapping is not valid, therefore you must un-map these metrics.

1. In Oracle BI EE Administration Tool, edit the BI metadata repository (for example, OracleBIAnalyticsApps.rpd) in online mode.
2. Navigate to Fact – Project Billing, select the metric Retention Billed, right-click and edit.
3. Display the Column Source tab, select the definition mapped to Fact_W_PROJ_INVOICE_LINE_F_Invoice_Line, and click Unmap .
   
   Description of the illustration GUID-398AC98A-6F31-4880-B4E8-A4F226AA6456-default.gif
4. Repeat steps 2 and 3 for following metrics for Fact_W_PROJ_INVOICE_LINE_F_Invoice_Line:

   • Total Retained Amount

   • Retention Write-off

5. Run the Consistency Check and ensure that there are no errors, then save the BI metadata repository, and clear Oracle BI Enterprise Edition Cache.
6. Restart the Oracle BI Server and Oracle BI Presentation Services.