Defining the Data Load Mappings

When you define an import format, you define the import format mappings for the metadata and data rule from the ERP source system.

  To define the ERP system import format mappings:

  1. Select the Setup tab, and then under Integration Setup, select Import Format.

  2. In Import Format, if necessary, select the Data Load Mapping tab.

  3. For Fusion and E-Business Suite source systems: Select general ledger source segments.

    You can concatenate segments to map multiple segments from the source into a single EPM target dimension. The drop-down list displays all of the source system segments for the accounting entity that you selected when you defined the import format details.

    Note:

    Verify your entries and ensure that, when you enter Segment 1, Segment 2, and Segment 3 that, the segments are displayed in sequence. For example, Segment 3 should not come before Segment 1. Entering segments out of sequence can cause an error.

    Note:

    For Financial Management applications, concatenate segments are not available when your target dimension is an Entity dimension type. Typically, the intercompany segment in Fusion and E-Business Suite or affiliate in PeopleSoft is related to a company or business unit. If concatenation were allowed, you could not determine the ICP dimension value.

  4. For PeopleSoft source systems: Select chartfields as necessary.

    The drop-down list displays the source system chartfields for the Accounting Entity (business unit) that you selected for the import format.

  5. Enter the target EPM dimension name.

  6. Repeat the steps above as necessary.

  7. When the target applications is a FDM or ARM data load type: you can set the concatenation member by specifying the concatenation character.

    For non-FDM and ARM data loads and metadata loads, the underscore character “_” is used to concatenate two segments. For FDM and ARM data loads, you cannot use an underscore character with a mapping that uses the “Like” method. Therefore, for FDM or ARM mappings, specify a different concatenation character for the data load mapping details.

  8. Click Save.

  9. For Oracle Fusion, E-Business Suite, and PeopleSoft Enterprise Financial Management source systems: Define the EPM application import mappings or data write-back.

  10. For PeopleSoft Human Capital Management source systems: The import format setup is complete.