Configuring a Connection to a Budgetary Control Source

Budgetary Control Balance cubes and their underlying control budgets are eligible for integration with the Oracle Fusion Cloud Enterprise Performance Management when the control budget in Budgetary Control:

has a "Planning" Source Budget Type.
does not have Project Portfolio Management keys as a budget segment
is associated with a Budgetary Control Balances cube

To begin integrating the Budgetary Control with the Cloud EPM, create and register the source system with the source system type Oracle ERP Cloud.

After the source system and connection information are specified, initialize the source system to copy the Budgetary Control information to Cloud EPM as one of many Oracle Essbase target applications.

To add a Budgetary Control source system:

From the Data Integration home page, and then Actions, select Applications.
On the Applications page, click (Configure Connections icon).
On the Connections page, select Oracle ERP Cloud from the (Add drop-down icon) drop-down.
In Name, enter the source system name.
In Description, enter a description of the source system.
In Service URL, enter the server information for the web services.
In Username, enter the Oracle ERP Cloud user name.

Enter the name of the Oracle ERP Cloud user who launches the process requests to send information between Cloud EPM and the Oracle ERP Cloud . This user must have an assigned Oracle General Ledger job role such as "Financial Analyst," "General Accountant," or "General Accounting Manager."
In Password, enter the Oracle ERP Cloud password.

You must update this password anytime you change your Oracle ERP Cloud password.
Click Test Connection.

When the connection has been tested correctly, the information message "Connection to [source system name] successful" is displayed.