Running Data Load Rules to Write Back

After you create a data load rule to write back, you must run the data load rule to write back the data from the EPM Planning application to the general ledger system.

  To run a data load rule to write back:

  1. From Data Rule Summary, select the data load rule.

  2. Click Execute.

    After the extraction process is successful, you must log in to Oracle General Ledger or PeopleSoft General Ledger and import the budget data. See Loading Data into Supported Source Systems.

  3. To load data from the source EPM application, select Import from Source.

    Select this option to review the information in a staging table, before exporting directly to the target general ledger system.

    When you select “Import from Source,” FDMEE imports the data from the EPM target application, performs the necessary transformations, and exports the data to the FDMEE staging table.

    See Staging Table Used for Import from Source.

  4. To export data to the target general ledger system, select Export to Target.

    FDMEE transfers the data into the general ledger system.

  5. Click Run.

    Note:

    After the rule runs successfully, view the information in the staging table. See Staging Table Used for Import from Source.

  6. After the rule runs, perform the required tasks in your general ledger system.