Integrating Planning and Budgetary Control Consumption Balances

You integrate the Planning application from the approved budget in Planning to the Budgetary Control. The integration enables you to simply pick the Planning application and specify the target Budget Control application and then set up the mappings between the applications.

To create the integration:

1. From the Data Integration home page, click .
   The General page is displayed in "Create Integration" view.
2. In Name and Description, enter a name and description to identify the integration when you launch the transfer.
3. In Location, enter a new location name, or pick an existing location to specify where to load data.
4. Click (Select a Source).
5. From the Select a Source page, select the Budget Control application.

   The Budget Control source system is registered in Data Integration and appears on the Select a Source page.

   Budgetary Control applications are prefixed with "XCC_" for example, XCC_VCityAbsolute.

6. Click (Select a Target).
   This is the target that was created in the prior step.
7. From the Select a Target page, select the Planning Budgetary Control application.

   

8. From Location Attributes, under Functional Currency, specify the currency used for the budget revision.
   For example, to specify the United States dollar, specify USD.
9. In Category, specify pre-defined scenario member
   For more information about the Category, see Defining Category Mappings.
10. Click Save and Continue.
    The next step is to map dimensions.