Mapping Members Between Planning and Budgetary Control

When writing back budgets to Budgetary Control, you assign member mappings to a Control Budget. For example, mapping source budget member is just one of the dimensions that need to be mapped. Member mappings convert data from the Planning dimension members to Budgetary Control during the transfer.

Note:

Arbitrarily map the "Control Budget" Budgetary Control dimension to the "Account" Planning dimension. Without a mapping to the Control Budget, the import process fails.

Note:

From Source Column, specify dimensions in the source Planning that correspond to the dimensions in the target Budgetary Controlapplication.

The Source Column drop-down displays all Planning source system segments available for the Budgetary Control application.

To map members:

1. From the Data Integration home page, click to the right of the integration, and then select Map Members.

2. If you want to share the map from another integration, select the Location Reference.

   You are required to provide a Location reference if you define maps for the current integration.

3. From the Dimensions drop-down, select the source dimension to map.

   You must provide mapping for each target Planning dimension.

   For dimensions that are not mapped in the Import Format, you must map to a specific target member, such as "OEP_Working" in the unmapped "Version" dimension and "OEP_Load" in the unmapped "Plan Element" dimension in the Planning application.

   For dimensions that are mapped in Import Format, even if there is no update to the Planning dimensions value prior to the load, it is still necessary to create an "as is" mapping.

4. Select the Like tab.

5. In Source Value, specify the source dimension member to map to the target dimension member.

   To map all Budgetary Control accounts to Planning "as is" without any modification, in Source Value, enter *, and from Target Value, enter *.

6. In Target Value, select the control budget name in Budgetary Control to which the budget is loaded.

   You can also click the search to display the Member Selector and select the control budget name from the member list.

7. In Rule Name, enter the name of the data load rule used to transfer budget amounts to Budgetary Control.

   Note:

   Rules are evaluated in rule name order, alphabetically. Explicit rules have no rule name. The hierarchy of evaluation is from Explicit to (In/Between/Multi) to Like.

8. In Description, enter a description of the mapping.

   For example, enter a description such as "Map to the ledger."

9. Optional: In Apply to Rule, select to apply the mapping only to the specific data rule in the location.

10. Click Save.

11. From the Dimensions drop-down, select the rest of the budget segments (budget dimension such as Fund, Department, Account and so on).

12. Use the Like mapping to map all Budgetary Control budget segment values from the correspondingPlanning dimension members "as is" without any modification, by entering * in Source Value and Target Value and specifying a Rule Name.

13. Click Save.