Source Mappings

Source mappings include explicit and adjustment period mappings. You can create explicit period mappings to ensure that the Oracle Hyperion Financial Data Quality Management, Enterprise Edition periods map correctly to the source system calendar periods. An adjustment period mapping is used only when you select the Include Adjustment Periods option when creating the data load rule.

The Source Mapping tab consists of two areas:

• Master—Selects the source system and mapping type.

• Grid—Defines the period mapping. The mapping can be defined only for periods defined on the Global Mapping. New FDMEE periods cannot be created on this tab.

For Oracle E-Business Suite and PeoplesSoft source systems, you can select explicit or adjustment systems. For all other systems, you can select only an explicit mapping.

Note:

In Data Rules, you can choose between Default period mapping and Explicit Period mapping. If you choose Period mapping, then source periods are mapped based on the period key and previous period.

To create source mappings:

1. On the Setup tab, under Integration Setup, select Period Mapping.

2. Select the Source Mapping tab.

3. In Source System, select the source system.

4. In Mapping Type, select Explicit.

   For SAP and JD Edwards source systems, you must select Explicit period mappings. For other systems (for example, file-based), you can select Explicit or Adjustment.

5. Click Add.

6. Enter the source system Period Name, and then click OK.

   Note:

   Period names cannot include spaces if used in a batch script.

7. Enter the source system Period Key, and then click OK.

8. Enter the source system Calendar, and then click OK.

9. Enter the source system GL Period, and then click OK.

   The GL Period Number is prefilled based on the Period Name.

10. Enter the source system GL Name, and then click OK.

11. Optional: Enter a description for the mapping.

12. Click Save.

To create source period mappings:

1. On the Setup tab, under Integration Setup, select Period Mapping.

2. In Period Mapping, select the Source Mapping tab.

3. In Source System, select the source system.

4. Click Add.

5. Click to select the source system Period Key, and then click OK.

6. Click to select the source system Calendar, and then click OK.

7. Click to select the source system Adjustment Period, and then click OK.

8. For PeopleSoft source systems only: In GL Period Year, enter the general ledger period year.

   The General Ledger period year is required for PeopleSoft source systems because PeopleSoft Adjustment Periods definitions do not include a Year value. To properly map adjustment period data from PeopleSoft, define the source accounting period and fiscal year intersections for all PeopleSoft adjustment periods.

9. Optional: Enter a description for the mapping.

10. Click Save.

To create budget period mappings (for PeopleSoft Commitment Control only):

1. Select Source Mapping.

2. In Source System, select the source system.

3. Click Add.

4. In Mapping Type, select Budget.

   Note:

   From PeopleSoft Commitment Control, only Budget Period data can be extracted. The source calendar/period are based on the control budget definition in PeopleSoft.

5. In Period Name, specify the period name.

   You can also click to search for the period name.

   Note:

   Period names cannot include spaces if used in a batch script.

6. Enter the source system Calendar, and then click OK.

   You can also click to search for the calendar name.

7. Enter the source system GL Period, and then click OK. You can also or click to search for and select the General Ledger period name.

   The GL Period Number is prefilled automatically based on the Period Name.

8. Optional: Enter a description for the mapping.

9. Click Save.

Tip:

To delete a mapping, select the mapping, and then click Delete.