Adding Integration Options for Write Back

After you define member mappings for the location, select your options for budgets units in your source system to extract the data from the source Planning application and push it to Budgetary Control.

The integration is created once, but can be used each time for a transfer.

To select options for budget units in the source system

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

2. From General Options, then Category, select a category.

   The categories listed are those that you created in the Data Integration setup, such as "Actual." See Managing Category Mappings.

3. From Cube, select the plan type of the target system.

   Cubes are assigned in Data Integration. You can register a custom cube as a separate application with no limit to the number of custom cube applications that can be registered.

4. In Period Mapping Type, select the period mapping type for each data rule.

   Valid options:

   • Default—The system uses the Period Key and Prior Period Key defined in Data Integrationto determine the Source General Ledger Periods mapped to each Data Integration period included in a Data Rule execution.

     Typically, choose the default period mapping type for writing back to Budgetary Control.

   • Explicit—The Data Rule uses the Explicit period mappings defined in Data Integration to determine the source General Ledger Periods mapped to each Data Integration Period included when running the integration. Explicit period mappings enable support of additional General Ledger data sources where periods are not defined by start and end dates.

5. In Source Plan Type, select the plan type of the Planning source from which to write back.

6. Click Save.