Defining the Data Load Mappings

When you define an import format, you define the import format mappings for the metadata and data rule from the ERP source system.

  To define the ERP system import format mappings:

  1. On the Import Format page, select the Import Name.

  2. If necessary, select the Data Load Mapping tab.

  3. For E-Business Suite source systems: Select one or more general ledger source segments.

    You can concatenate segments to map multiple segments from the source into a single EPM target dimension. The drop-down list displays all of the source system segments for the accounting entity that you selected when you defined the import format details.

    Note:

    Verify your entries and ensure that if you enter Segment 1, Segment 2, and Segment 3 that the segments are displayed in sequence. For example, Segment 3 should not come before Segment 1. Entering segments out of sequence can cause an error.

    Note:

    For Financial Management applications, concatenate segments is not available if your target dimension is an Entity dimension type. Typically the intercompany segment in E-Business Suite or affiliate in PeopleSoft is related to a company or business unit. If concatenation were allowed, you could not determine the ICP dimension value.

  4. For PeopleSoft source systems: Select one or more chartfields, as necessary.

    The drop-down list displays all of the source system chartfields for the Accounting Entity (business unit) that you selected for the import format.

  5. Enter the target EPM dimension name.

  6. Repeat the steps above as necessary.

  7. For target applications with the FDM data load type: Enter the concatenation character.

    For non-FDM data loads and metadata loads, the underscore character “_” is used to concatenate two segments. For FDM data loads, you cannot use an underscore character with a mapping that uses the “Like” method. Therefore, for FDM mappings, you can specify a different concatenation character for the data load mapping details.

  8. Click Save.

  9. For Oracle E-Business Suite and PeopleSoft Enterprise Financial Management source systems: Define the EPM application import mappings for data write-back. See Defining the Write-Back Mappings.

  10. For PeopleSoft Human Capital Management source systems: The import format setup is complete.