1. Administering Data Management for Oracle Enterprise Performance Management Cloud
  2. Integrating Data
  3. Integrating Budgetary Control
  4. Writing Back EPM Cloud Budget Balances to the Budgetary Control Process Description
  5. Viewing the EPM Cloud Budgets Loaded to Budgetary Control

Viewing the EPM Cloud Budgets Loaded to Budgetary Control

When you have successfully written back budgets from Oracle Enterprise Performance Management Cloud to the Budgetary Control, you can view the budget detail that was transferred.

To view the budget information transferred to Budgetary Control:
  1. Sign into the Oracle Applications Cloud.
    Image shows Oracle Applications Cloud
  2. Enter your User ID and Password.
  3. From the Oracle ERP Cloud Navigation menu, under Budgetary Control, select Budgetary Control.
  4. From Budgetary Control Workspace, click the Tasks icon.
  5. From the Tasks page, select Review Budgetary Control Balances.

    Image shows Tasks page.

  6. On the Review Budgetary Control Balances page, select the Control Budget, and any search parameters for the budget that you want to review.

    Image shows the Review Budgetary Control Balances page

  7. Click Search.

    The results of the search are shown on a results page.

  8. Optional: If you write back to a control budget with a source budget type classified as an "EPM Financials module,", then the system synchronizes the loaded budget to Oracle General Ledger for you, without having to perform the steps in the Writing Back Budgets to the Oracle ERP Cloud topic. You can verify the updated budget in Oracle General Ledger by completing the following:
  9. From the Oracle ERP Cloud, from General Accounting, select Period Close.
    Image shows the General Accounting page.
  10. From Period Close Workspace, select Tasks.
  11. From the Tasks drop-down, select Inquire on Detail Balances.
    Image shows Balance Inquiry options
  12. On the Inquire on Detail Balances page, select a data access set context if not already done and specify the search parameters for the budget that you want to review.
    Currently the Scenario for the budget auto-synchronized by the EPM Financials module type control budget goes by the same name as that of its source budget name.
    Image shows Inquire on Detail Balances page