Mapping Members Between Budgetary Control and Planning

When loading Budgetary Control budgets to Planning, you map the Budgetary Control source members to the Oracle Fusion Cloud Enterprise Performance Management target members.

Besides mapping the members for Planning dimensions mapped in the Import Format, also map the members for the unmapped Planning dimensions by specifying the Planning dimension member to which data is loaded, such as the "OEP_Working" version and the "OEP_Load" plan element.

To map members:

  1. From the Data Integration home page, click Image shows Select icon. 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 member name to which the source members are mapped.

    You can also click the search to display the Member Selector and select a member 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, check to apply the mapping only to the specific data rule in the location.

  10. Click Save.