Establishing Warehouse Business Units Manually

You can manually create warehouse business units by defining warehouse business units, assigning warehouse SetIDs to warehouse business units, mapping source business units to warehouse business units, and then validating those mappings.

Pages Used to Create Warehouse Business Units Manually

Page Name	Definition Name	Navigation	Usage
Warehouse Business Unit	BUS_UNIT_TBL_PF1	select EPM Foundation, then select Business Metadata, then select Business Framework, then select Warehouse Business Units, then select Warehouse Business Unit	Define or modify a warehouse business unit and its default properties.
Business Unit Mapping	PF_BU_MAPPER	select EPM Foundation, then select EPM Setup, then select Warehouse Sources and Bus. Units, then select Business Unit Mapping	Map source set controls to warehouse set controls.
Validate Mapping	PF_BU_MAP_REPORT	Click Validate on the Business Unit Mapping page.	Validate your source to warehouse set control mappings and correct potential set control collisions.

Warehouse Business Unit Page

Use the Warehouse Business Unit page (BUS_UNIT_TBL_PF1) to define or modify a warehouse business unit and its default properties.

Navigation

select EPM Foundation, then select Business Metadata, then select Business Framework, then select Warehouse Business Units, then select Warehouse Business Unit

Image: Warehouse Business Unit page

This example illustrates the fields and controls on the Warehouse Business Unit page. You can find definitions for the fields and controls later on this page.

Base Currency

Select the base, or primary, currency for the selected warehouse business unit.

A warehouse business unit can have only one base currency. This is usually the local currency for the organization, but accounting rules or other circumstances might require a different base currency.

Rate Type

Select a rate type for the selected warehouse business unit.

Create GLBU with this ID

Select this check box to create a general ledger business unit with the same ID as the selected warehouse business unit.

Last Batch Number

enter the last batch number that was assigned.

This number automatically increments as you run batches of transactions and you should not normally need to edit it. For example, you might want to enter a batch number when you install the system for the first time; however, you only need to reset it to reuse or skip batch numbers.

Default Properties

Calendar ID

Specify the default calendar type for the selected warehouse business unit.

You can choose 12, 2, DR, or Monthly.

The calendar ID you select appears as the default for the business unit on subsequent pages.

Holiday Calendar

Specify the default holiday calendar type for the selected warehouse business unit.

You specify a holiday calendar type only if you use one of the applications for the financial services industry (PeopleSoft Risk-Weighted Capital, Funds Transfer Pricing, or Asset Liability Management).

Business Unit Type

Consolidated

Select this check box to indicate that data for this warehouse business unit should be rolled up to higher level units in a business unit tree.

Non-Processing

Select this check box to create a warehouse business unit without stored set control values.

Business Unit Mapping Page

Use the Business Unit Mapping page (PF_BU_MAPPER) to map source set controls to warehouse set controls.

Navigation

select EPM Foundation, then select EPM Setup, then select Warehouse Sources and Bus. Units, then select Business Unit Mapping

Source ID

Displays the source from which the source set control originates.

Source Set Control

Displays the source set control.

Map To

Indicates the direction of the set control mapping (source to warehouse).

Warehouse Set Control

Select a warehouse set control that you want to map to your source set control.

Validate

Click to validate your source to warehouse set control mappings and access the Validate Mapping page.

Validate Mapping Page

Use the Validate Mapping page (PF_BU_MAP_REPORT) to validate your source to warehouse set control mappings and correct potential set control collisions.

Navigation

Click Validate on the Business Unit Mapping page.

This page displays a report based on your source to warehouse set control mappings and the analysis of SetID assignments for all incoming set controls. More specifically, the report displays any instance of SetID splitting (one-to-many SetID mappings) and total numbers of SetIDs created and merged. If all of the set controls have been made unique as suggested, the potential for conflicts should be minimized.

If conflicts exist, you have two choices:

Let the system correct the conflicts: Click the Accept Proposed SetIDs button to automatically reassign the SetIDs used by warehouse business units on various warehouse record groups in order to make the configuration valid. The system will attempt to eliminate conflicts by reducing the number of warehouse SetIDs in order to eliminate one-to-many mappings.
Modify business unit mapping or SetID assignments manually: You can analyze the report to where SetID splitting is occurring, and remove the conflicts by either remapping business units or choosing different SetID assignments for warehouse business units. Click the Return to Business Unit Mapper button to return to the Business Unit Mapping page.

Regardless of how you fix the problem, if conflicts are detected, you must return to the Business Unit Mapping page and validate the configuration again, to make sure that all conflicts have been removed. Continue to iterate the validation process until you see no more conflicts.

See Defining Collision Mappings (Optional).

Once any conflicts are resolved, the process of creating warehouse business units and assigning SetIDs is complete. You only need to inspect the properties of the new warehouse and general ledger business units.

See Reviewing Warehouse and General Ledger Business Unit Creation.