Writing Back Cloud EPM Budget Balances to the Budgetary Control Process Description

At a high level, here are the steps for writing back Planning budgets to the Budgetary Control:

1. Register, configure, and initialize a source connection to the Budgetary Control.

   Note:

   If you have already registered a source system to connect to the Budgetary Control application in Loading Budgetary Control to the Oracle Fusion Cloud EPM Process Description topic (see Loading Budgetary Control Budget Consumption Balances to Planning Process Description), you must reuse the same source system.

   Note:

   Drill through is not supported in this release.

2. In Applications, select the source budget type as EPM Financials module for the Planning source application.

   For more information, see Defining Target Options for Budgetary Control Applications.

3. Create the integration between the Budgetary Control target application to which to write back budgets from the Planning source system.

   For more information, see Creating a Write Back Integration Definition for Budgetary Control Consumption and Planning Balances.

4. Map the dimensions between the Planning application and the Budgetary Control target application by building an import format.

   As a rule, when writing back to a Budgetary Control application, do not change, add, or delete any dimension details on the Target Application screen.

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

5. Map members to assign member mappings to the Control Budget.

   For example, mapping source budget member is just one of the dimensions that need to be mapped.

   For more information, see Mapping Members Between Planning and Budgetary Control

6. In Options, select any source and target options for the integration.

   For more information, see Adding Integration Options for Write Back.

7. Modify any filter values to limit any results.

   Data Integration automatically creates default filter values when an integration is created. You can modify the filter values as needed, but you cannot delete them (if you attempt to delete them.)

   For more information, see Adding Filters for the Write Back Integration.

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

   For more information, see Running an Integration.

   Note:

   When running the integration, always choose Replace as the Import Mode for writing back to Budgetary Control.

9. View the Oracle Fusion Cloud Enterprise Performance Management budgets loaded to Budgetary Control.

   See also Viewing the Cloud EPM Budgets Loaded to Budgetary Control.

10. Optionally, you can write out budget data from the Planning to a data file using the Data Export option. This output file may be used to load data to any other application.

    For more information, see: Creating a Data Export File Integration.