Defining Budget Adjustment Options

You use options to define the type of period mappings used in the Planning Budget Revision and the Budget Adjustment Request integration. You can use either default period mappings or explicit period mappings. Note that you can only select the period mapping type in Options. All other options are preselected and cannot be changed.

Tip:

Review the date mapping align with your control budget periods and fiscal year, you may need to modify the mapping created automatically.

To specify options:

1. From the Data Integration home page, click to the right of the integration, and then select Options.
2. From Period Mapping Type, select the mapping type of the period.

   Available options:

   • Default—The integration uses the Period Key and Prior Period Key defined in Data Management to determine the source General Ledger periods mapped to each Data Management period when the integration is run.

     Default period mappings between the Planning Budget Revision and the Budget Adjustment Request are set up automatically during the application creation.

   • Explicit—The integration uses Explicit period mappings defined in Data Management when Explicit period mapping can be used when the EPM Planning Financials periods and Budgetary Control periods are not of same type. For example, EPM Planning Financials is monthly and Budgetary Control is quarterly.

     Explicit mappings are set up using calendars periods in the source system option. You select the actual calendar to use for the integration from the Calendar drop-down. For more information, see Applying Source Mappings.

3. From Calendar, select the name of the source period mapping calendar used for integrating data between Planning Budget Revision and the Budget Adjustment Request.
4. Click Save.