1. Administrator's Guide
  2. Integrating Data
  3. Data Load, Synchronization and Write Back
  4. Synchronizing and Writing Back Data
  5. Write-Back
  6. Data Load Rules for Write-Back

Data Load Rules for Write-Back

You can write back budgets created in Oracle Hyperion Planning to their ERP General Ledger or a flat file. The write-back functionality is available with the Export step of the data load process. In this way both loading to the Planning application and write-back to General Ledger are performed in as a single consistent process.

The category assigned to upgraded write back rules is randomly assigned and plays no role in the function of the rule. The user need to assign appropriate Source Filters as well. In addition, to view an upgraded rule the user should use Show All Categories, which may reveal "hidden" rules.

For Oracle E-Business Suite, multiple ledgers can be used for the data load to write back with the following criteria:

  • Ledgers must share the same chart of accounts.

  • "Actuals" can be posted to multiple ledgers.

  • "Budget" is associated with one ledger. One ledger can be posted from only one data load rule.

For Peoplesoft, "Actuals" can be posted without specifying the Budget Scenario. In addition, the write-backs can be made to multiple business units.