Defining Data Load Rules to Extract Data

After you define member mappings for the data load rule, you can define data load rules for ledgers or business units in your E-Business Suite or PeopleSoft Enterprise Financial Management source system. Data load rules are defined for locations that you have defined. Data load rules are specific to a location and also to a:

You can create multiple data load rules for a target application so that you can import data from multiple sources into a target application. Use the following high level process to create a data load rule:

  1. Create the data load rule.

  2. Define data load rule details. See Defining the Data Load Details.

  3. Execute the data load rule. See Running Data Load Rules.

Note:

Before you create data load rules, ensure that your source system data does not include special characters, which are not supported in Financial Management target applications.

  To create data load rules:

  1. In the Tasks pane, select Data Load.

  2. Click Search button. to select a location, and then click OK.

  3. Click Add to create a data load rule.

    The data load rule details are displayed in the lower portion of the screen.

  4. Define the data load details. See Defining the Data Load Details.