Creating the Data Load

You create and modify data load rules on the Data Load screen. The Data Load screen has three sections:

Data Load Summary
Data Load Detail
Source Filter

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:

In the Tasks pane, under Data Load, select Data Load Rule.
Click to select a location, and then click OK.
From the Data Load Summary task bar, click Add to create a data load rule.
Define the data load details. See Defining the Data Load Details.