Defining Locations

You define locations to specify where you want to load the data. Locations allow you to use the same Import Format for more than one target application where the dimensionality of the target applications is the same.

  To create, edit, and delete import locations:

  1. In the Tasks pane, select Location.

  2. To add a location, click Add.

  3. Enter the location name.

  4. Enter or click Search button. to select the Import Format.

    The source system is automatically populated based on the import format.

  5. Enter or click Search button. to select the Accounting Entity. (For E-Business Suite, the ledger. For PeopleSoft, the business unit.)

    You can use locations with multiple import formats. For example, you can define the import format for the first location, Ledger 1. Then, define another import format for Ledger 2. In this case, you would create multiple locations with the same import format. You can also define multiple locations for target applications that are the same. In this case, you can define multiple locations for each business unit or ledger and reuse the import format.

  6. Enter or click Search button. to select the Target Application.

    The functional currency is automatically determined by the source accounting entity.

    Note:

    When you create a location using a PeopleSoft Human Capital Management source system, the Functional Currency column displays “NA.” Unlike PeopleSoft Enterprise Financial Management source systems, when ERP Integrator human resource data loads occur, there is no break up of amount by functional, entered, or translated currencies.

  7. Click Save.

  8. Perform these optional tasks:

    • To edit an existing location, select the location you want to modify, then make changes as necessary. Then, click Save.

    • To delete a location, click Delete.

      When a location is deleted, the location is removed from all other ERP Integrator screens, such as Metadata, Data Load, and Data write-back.

    Tip:

    To filter by the location name, ensure that the filter row is displaying above the column headers. (Use the Query by Example button. to toggle the filter row.) Then, enter the text to filter.