You can create metadata rules once and rerun the rules as necessary.
For general ledger source systems:
For Fusion and E-Business Suite source systems, the chart of accounts is the collection of general ledger segments with various value sets, which are mapped to the dimensions to pull the dimension members and hierarchies.
Similarly for PeopleSoft Enterprise Financial Management, the chartfields are mapped to the dimensions to pull the dimension members and hierarchies.
Note: | Metadata rules are not used in FDMEE integrations with human resources source systems. |
Before you define metadata rules:
Ensure that your source system data does not include special characters. Special characters are not supported in Financial Management target applications.
Register your source systems and target applications for use with FDMEE. See Registering Source Systems and Registering Target Applications.
Select the source accounting entities in the registered source system. See Selecting Source Accounting Entities.
Define the import format. See Working with Import Formats.
Define the location. See Defining Locations.
Note: | Performance Management Architect supports Shared and Local dimensions. FDMEE also supports Shared and Local dimensions in applications. |
At a high level, follow this process to define metadata rules:
Create the metadata rule.
Select the dimension.
Define the mapping details and specify how to handle intercompany segments. See Defining the Metadata Rule Details.
Define dimension attributes. See Defining Dimension Attributes.
Optional: Define the segment hierarchies or chartfield trees to be extracted.
Save and run the metadata rule.
Optional: Check the status of the rule. See Viewing Process Details.
To create metadata rules:
Select the Workflow tab, and then under Metadata, select Metadata Rule.
Note:
You cannot create multiple metadata rules for the same ledger or business unit for each target application.
Select the location, and then, click OK.
Note:
A location can be created without an accounting entity. This feature allows users to load data from multiple accounting entities from a single location. In this case, accounting entities are associated with the data rules. If no accounting entity is specified for the location, the accounting entity from the import format is used.
A blank line is displayed at the top of the Dimension Mappings summary grid.
In the Mapping details area, from Dimension, select the dimension.
The dimensions listed are based on the import format.
When a Dimension is selected, the Dimension Classification field prefills.
Define the mapping details for each dimension you select. See Defining the Metadata Rule Details.
to select the