Loading Budgetary Control Budget Consumption Balances to Planning Process Description

Describes how to load commitments, obligations, and other anticipated expenditures from Budgetary Control to use in your Planning applications.

You can load commitments, obligations, expenditures and other anticipated expenditures from Budgetary Control to use in your Planning applications.

At a high level, these are the steps to load commitments, obligations, and other anticipated expenditures from Budgetary Control to Planning:

1. In Connections, register, configure, and initialize a source connection for Budgetary Control.

   For more information, see Configuring a Connection to a Budgetary Control Source.

2. In Applications, register the type Oracle ERP Cloud as a data source, specify the connection, select any applicable filter and enable the Budgetary Control option.

   The Import Applications button brings over Budgetary Control balance Essbase cubes into Data Integration as Budgetary Control applications. A control budget dimension member within each Budgetary Control target application represents a control budget in Budgetary Control used to load and write back data from and to the Oracle Fusion Cloud EPM.

   For more information, see .

   Note:

   Drill through is not supported in this release for the Budgetary Control integration with the Oracle Fusion Cloud Enterprise Performance Management.

3. Integrate the Planning application from the approved budget in Planning to the Budgetary Control.

   For more information, see Integrating Planning and Budgetary Control Consumption Balances.

4. In Map Dimensions, specify an import format to set up the integration mapping between the Budgetary Control (Budget Chart of Accounts) segments and dimensions.

   When you select the source and target, Data Integration populates the source and target columns automatically.

5. For more information, see Mapping Dimensions Between Budgetary Control and Planning.

6. In Map Members, map the members between the Budgetary Control application and the Planning application.

   Mapping Members Between Budgetary Control and Planning.

7. In Options, specify any filters to limit the results.

   Data Integration automatically creates filters when a integration is created. You can modify the filters as needed but cannot delete them. (If filters are deleted. Data Integration recreates the default value.)

   For information, see Adding Filters.

8. Run the integration to execute the load and transfer commitment, obligation and expenditure amounts to the Planning application from the Budgetary Control application.

   For more information, see Running an Integration.