Integrating Fusion Data in Planning

Data Management facilitates data loading and write-back between a Fusion Financials Cloud application and a Planning application. Fusion Financials Cloud Service users who specialize in general ledger and commitment control operations can use Planning as a financial planning application. Users can generate a trial balance in the Fusion GL Cloud application, and then pick that file up and load it to Planning using a few simple constructs in Data Management. In addition, data from Planning can be written back to the Fusion Financials Cloud Service. Both processes are supported using the Fusion WebCenter Content Management for the Cloud service with data provided by both the Fusion GL Cloud service and Planning.

For more information, see Administering Data Management for Oracle Planning and Budgeting Cloud Service.

Process Description

At a high level, the steps for integrating Fusion data in Planning:

  1. Create a Planning application that includes the dimensions to which to map General Ledger balances. See Creating an Application.

  2. Extract the Fusion General Ledger file from the Fusion Financials Cloud Service and move it to Planning. See “Extracting the Fusion General Ledger File” in Administering Data Management for Oracle Planning and Budgeting Cloud Service.

  3. Register and configure a source connection for the Fusion General Ledger file. See “Configuring a Source Connection in Data Management” in Administering Data Management for Oracle Planning and Budgeting Cloud Service.

  4. Load data from the Fusion General Ledger file to Planning. Then after mapping data to the Planning dimensions, write back the data to the Fusion Financials Cloud Service. See “Writing Back to the Fusion General Ledger for the First Time” in Administering Data Management for Oracle Planning and Budgeting Cloud Service.

  5. Optionally, you can extract the data from the integrated Planning application to create a custom target application. See “Extracting the Integrated Planning and Fusion Data to a Flat File” in Administering Data Management for Oracle Planning and Budgeting Cloud Service.