Using ERP Integrator

Although you can load data using a variety of products and tools, perform the following basic steps to load data using ERP Integrator. See Chapters 2 and 3 in the Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications Administrator's Guide for detailed instructions.

Note:

When mapping members to the default natural account segment Smart List in ERP Integrator, map only personnel expense-related accounts, and load only leaf-level members into the Smart Lists to upload member data to General Ledger.

  1. Register your General Ledger and HRMS source systems.

  2. Register the target application.

  3. Create metadata rules to extract metadata from your source systems to the target application.

  4. Run metadata rules to load metadata into the target application.

  5. Define calendar mappings to map General Ledger periods to the appropriate Year and Period dimension members in the target application.

  6. Create and run data rules.