You can synchronize multiple currency Planning applications.
For example, you may want to link a Financial Management Value (source) to HSP_Rates (destination). For every row that Financial Management generates, two rows are returned to Planning.
In this instance, the Financial Management row
Account,Entity,Period,Scenario,Year,Value"NetProfit","UnitedStates.Massachusetts","January","Actual","2006","USD",10.0
is transformed into
Account,Entity,Period,Scenario,Year,Currency, HSP_Rates"NetProfit","UnitedStates.Massachusetts","January","Actual","2006",”Local”,"HSP_InputValue",10.0"NetProfit","UnitedStates.Massachusetts","January","Actual","2006",”Local”,"HSP_InputCurrency",USD
The reverse scenario works similarly. If you synchronize from Planning to Consolidation applications and you map HSP_Rates to Consolidation Value, the two rows are merged into one row (reverse of the example). Otherwise, the rows are unchanged, and every row from the source is sent to the destination (after metadata and data translation).
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The generation of the new rows or merging of the original rows occurs immediately, before data is sent to the destination. All metadata and data transformations occur before the auto-generation or merging of the rows. |
To synchronize multi-currency applications, right-click the HSP_Rates dimension and select Generate Currency Members.
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The Generate Currency Members option is available when you are synchronizing from Financial Management to Planning. For example, you can right-click to map the Value dimension in a Consolidation application to the HSP_Rates dimension in a Planning application. If your synchronization is between two Planning applications, this option is not available. |
If you synchronize an application with a multi-currency Planning application and the HSP_Rates dimension is linked, the HSP_Rates dimension the right-click menu displays “Generate Currency Members.”
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Synchronizing multi-currency applications is available for one-to-one mappings and not available if HSP_Rates is linked to multiple dimensions. |
When mapping Financial Management to Planning, it is expected that the Value dimension in Financial Management be mapped to HSP_Rates in Planning and a Default member “Local” should be assigned to the Currency dimension.