Defining Data Load Rules for Write-Back Scenarios to External Sources

You create a data load rules to write back to extract budget data from Planning application to an ERP source system that uses a file-based source application.

The process at a high level:

1. Data Management imports data from Planning and writes it to a Data Management staging table.

2. Data Management applies the necessary transformation in the staging table.

3. Data is exported from the Data Management staging table to a file-based application.

4. After a successful execution of the data load rule to write back, view the results of the balances transfer from Planning to the file using the Data Load Workbench.

To define data load rules to write back:

1. On the Workflow tab, under Data Load, select Data Load Rule.
2. In Name, enter the data load rule name used to write back data.
3. In Category, select a category.

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

4. Optional: In Description, specify a description of the data load rule used to write back data.
5. Optional: From the Target Plan Type drop, select the plan type of the target system.

   Data Management supports data loads for up to six plan types (including custom and Planning applications.)

   Data Management currently supports data load that have up to six plan types. Planning can support three custom plan types and up to four Planning Modules applications (Workforce, Capex, Project, Financials). You can enable any combination of these applications. When you create an Planning Modules application and if you create more than two custom plan types, then you cannot support data load to all four applications.

6. Optional: In Import Format, if the file type is a multiple period text file (with contiguous periods, or noncontiguous periods), select the import format to use with the file, so you can override the import format. For example, specify an import format for single and multiple period data rules, which enables you to load single or multiple period files from the same location. In this case, the import format selected must have the same target as the location selected in the POV. If the import format is unspecified, then the import format from the location is used.

   The starting and ending periods selected for the rule determine the specific periods in the file when loading a multiple period text file.

7. Optional: Enter a description.
8. Optional: Add or change any source filter options.

   See Defining Source Filters.

9. Optional: Add or change any target options.

   See Defining Application Options for Planning.

10. Define the source and target options.