Defining Target Options for E-Business Suite and PeopleSoft Source Systems

When you create a data load rule, you define the source filter options and target filter options.

If you are using the EPMA metadata load method, you can use Performance Management Architect to load the metadata, and then Performance Management Architect or Classic Financial Management or Classic Planning to load the data. If you select EPMA as the data load type on the Target Application Registration page, ERP Integrator automatically creates a data synchronization definition and runs the data synchronization to load the data into the target application.

Note:

You can use the Performance Management Architect data synchronizer to modify data synchronizations. See the Oracle Hyperion Enterprise Performance Management Architect Administrator's Guide for information on modifying data synchronizations.

  To define the target filter options:

  1. Define the source filter details as described in Defining Source Filter Options for E-Business Suite Source Systems and Defining Source Filter Options for PeopleSoft Enterprise Financial Management Source Systems.

  2. For Planning applications: Select the Plan Type.

  3. For Performance Management Architect applications: Select the data synchronization for the target application.

    If you select “Auto-Create” ERP Integrator creates the data synchronization when the data rule runs.

  4. Select the Beginning, Ending, and Average exchange rate options.

    ERP source systems maintain comprehensive exchange rate information for transaction processing. This information can be used by the target applications by extracting the exchange rates. You can select a beginning, ending, and average rate type from the source system. (The types in the source system may not explicitly define those rates types but are mapped to the rates types in the ERP Integrator interface table.)

    Note:

    For Planning applications, exchange rates are loaded only if the “Classic” data load method is selected.

    Note:

    You define exchange rate options only if the target application is multi-currency.

  5. Click Save.

  6. To run the data load rule, see Running Data Load Rules.