1. Administrator's Guide
  2. Integrating Tasks
  3. Working with Import Formats
  4. Defining the Import Format Mappings

Defining the Import Format Mappings

When you define an import format, you define the import format mappings for the metadata and data rule from the Enterprise Resource Planning (ERP) source system.

To define the Enterprise Resource Planning (ERP) system import format mappings:

  1. On the Setup tab, under Integration Setup, select Import Format.
  2. From the Import Format Summary section, select an import format.
  3. Go to the Import Format Mapping section.
  4. In Add, select the target.
  5. From Source Column, specify the source column from which to map.

    For an E-Business Suite source system, you concatenate segments to map multiple segments from the source into a single EPM target dimension. The drop-down list displays all source system segments for the accounting entity that you selected when you defined the import format details.

    Note:

    Verify your entries and ensure that if you enter Segment 1, Segment 2, and Segment 3, 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.

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

    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.

    When the target application is an ARM data load type, you can set the concatenation member by specifying the concatenation character.

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

  6. For EPM and file-based source systems, you can add expressions in the Expression field. See Adding Import Expressions.
  7. Click Save.