Creating a Write Back Integration Definition for Budgetary Control Consumption and Planning Balances

You create a write back integration definition to specify the Budgetary Control application and location to which the Planning consumption balances are written back.

The integration is created once, but used each time there is a transfer.

To create an integration:

  1. From the Data Integration home page, click Image shows the Add icon..

    The General page is displayed in "Create Integration" view.

  2. In Name and Description, enter a name and description to identify the integration when you launch the transfer.

  3. In Location, enter a new location name, or pick an existing location to specify where to load data.

  4. Click Image shows the Source icon.Image shows Source button. (Select a Source).

  5. From the Select a Source page, select the Budgetary Control target application to which to write back budgets from the Planning source system.

    Budgetary Control applications are prefixed with "XCC_" for example, XCC_VCityAbsolute.

  6. Click Image shows the Target icon. (Select a Target).

  7. From the Select a Target page, select the Planning Budgetary Control application.
  8. From Location Attributes, under Functional Currency, specify the currency used for the budget revision. For example, to specify the United States dollar, specify USD.

  9. In Category, leave the default category value.

    The categories listed are those that you created in the Data Integration setup.

  10. Click Save.