Data synchronization also enables FDMEE to map the EPM System application dimension to the Enterprise Resource Planning (ERP) Segment/Chartfield.
To create Enterprise Resource Planning (ERP) to EPM mappings:
On the Setup tab, under Integration Setup, select Import Format.
In Import Format, from the Import Format summary grid, select an Enterprise Resource Planning (ERP) source application.
Depending on your selection in this field, the Source fields shows only registered Enterprise Resource Planning (ERP) sources and file for an ERP source type; or registered EPM applications (for example Financial Management or Planning, for an EPM source type.
In the Import Format Detail grid, select the dimension to map from the Source Column drop-down.
Optional: Add other dimensions as needed by selecting a dimension type from the Add drop-down.
Available options:
Currency Row
Attribute Row
Description Row
Dimension Row
In the Expression field, enter an expression or import script to the import format.
When entering a constant, you must still enter a starting position and length. Use a start position of “1 ” and a length of “1.”
The Field Number and Number of Fields columns both default to “1.”
To create EPM to Enterprise Resource Planning (ERP) (Write-back) mapping:
On the Setup tab, under Integration Setup, select Import Format.
In Import Format, from the Import Format summary grid, select an EPM source application.
Choose the type of mapping by selecting either the Explicit tab, Between tab, Multi-Dimension, or Like tab.
Explicit—The source value is matched exactly and replaced with the target value. For example, the source value, “ABC” is replaced with the target value, “123.” “Explicit” write-back mappings are created the same for data load and data write-back rules. See Creating Mappings Using the Explicit Method.
Between—The range of source values are replaced with one target value. For example, a range from “001” to “010” is replaced as one value: “999.” “Between” write-back mappings are created the same for data load and data write-back rules. See Creating Mappings Using the Between Method.
In—In mappings enable a list of nonsequential source accounts to be mapped to one target account. In this case, multiple accounts are mapped to one account within one rule, eliminating the need to create multiple rules (as is required for an Explicit map).
Like—The string in the source value is matched and replaced with the target value. For example, the source value, “Department” is replaced with the target value, 'Cost Center A. See Creating Mappings Using the Like Method.
Write-back mappings provide a means to remove or strip characters that were added during the data load process. “Like” write back mappings are created similar to, but reverse from the data load.
Multi-Dimension—Define member mapping based on multiple source column values.
Tip:
You can click Refresh Values to refresh the list of segment or chartfield values that appear in the drop-down list from the source system. This is especially helpful when creating “Explicit,” “Between,” “Like”, and “Multi-Dimension” mappings for data write-back data loads.