Loading Intercompany Transactions

To load intercompany transactions, you must be assigned the Intercompany Transaction User or Administrator role. In addition, the Intercompany Transaction Admin must have opened the period for the transactions. See the Oracle Hyperion Financial Management Administrator’s Guide.

Oracle recommends that you add Financial Management to the exceptions for your Web pop-up blocker. When you perform some Financial Management tasks on the Web such as loading data, a status window pops up showing the task status. If you have a pop-up blocker enabled on your computer, the status window is not displayed.

When you load intercompany transactions, a progress bar is displayed with the progress percentage, status, and last update time. You can also view the progress from the Running Tasks module. See Viewing Intercompany Transaction Progress.

  To load intercompany transactions:

  1. In the Browser View, expand Tasks and select Load Tasks.

  2. Select Load IC Transactions.

  3. For File, enter the transaction file to load, or click Browse to navigate to and open the file.

  4. From Delimiter Character, select the character to use as the delimiter during the load process.

  5. For Load Method, select an option:

    • Merge to merge the transactions

    • Replace to replace the transactions

  6. To scan the file before loading, click Scan.

  7. Click Load.

    The scan and load status for each file is displayed in a new window.