您可以使用預先內建的查詢匯入 Peoplesoft 來源的總帳餘額,然後使用 EPM 整合代理程式建立並登錄一個可載入至 Oracle Enterprise Performance Management Cloud 目標應用程式的應用程式。
以下顯示 EPM 整合代理程式隨附的預先建立 Peoplesoft 查詢:
SELECT PL.BUSINESS_UNIT as "Business Unit", PL.LEDGER as "Ledger", PL.ACCOUNT as "Account", PL.ALTACCT as "Alt Account", PL.DEPTID as "Department", PL.OPERATING_UNIT as "Operating Unit", PL.PRODUCT as "Product", PL.FUND_CODE as "Fund Code", PL.CLASS_FLD as "Class", PL.PROGRAM_CODE as "Program", PL.BUDGET_REF as "Budget Reference", PL.AFFILIATE as "Affiliate", PL.AFFILIATE_INTRA1 as "Affiliate Intra1", PL.AFFILIATE_INTRA2 as "Affiliate Intra2", PL.CHARTFIELD1 as "Chartfield1", PL.CHARTFIELD2 as "Chartfield2", PL.CHARTFIELD3 as "Chartfield3", PL.PROJECT_ID as "Project", PL.BOOK_CODE as "Book Code", PL.GL_ADJUST_TYPE as "GL Adjust Type", PGA.STATISTICS_ACCOUNT as "Stat Account", PGA.ACCOUNT_TYPE as "Account Type", PGA.DESCR as "Account Description", PL.CURRENCY_CD as "Currency", PL.STATISTICS_CODE as "Stat Code", PL.FISCAL_YEAR as "Fiscal Year", PL.ACCOUNTING_PERIOD as "Accounting Period", PL.POSTED_TOTAL_AMT as "Posted Total Amount", PL.POSTED_BASE_AMT as "Posted Base Amount", PL.POSTED_TRAN_AMT as "Posted Tran Amount", PL.BASE_CURRENCY as "Base Currency", PL.PROCESS_INSTANCE as "Process Instance" FROM PS_LEDGER PL, PS_GL_ACCOUNT_TBL PGA WHERE ( 1=1 ) AND ( PL.BUSINESS_UNIT = ~BU~ AND PL.LEDGER = ~LEDGER~ AND PL.FISCAL_YEAR = ~YEAR~ AND PL.ACCOUNTING_PERIOD = ~PERIOD~ AND ( PGA.SETID = ( SELECT SETID FROM PS_SET_CNTRL_REC WHERE SETCNTRLVALUE = ~BU~ AND RECNAME = ''GL_ACCOUNT_TBL'' ) AND PGA.EFFDT = ( SELECT MAX(B.EFFDT) FROM PS_GL_ACCOUNT_TBL B WHERE PGA.SETID = B.SETID AND PGA.ACCOUNT = B.ACCOUNT ) ) AND ( PL.ACCOUNT=PGA.ACCOUNT ) )