Loading Budget from EPM to Cloud Financials

How you load budget from EPM to Cloud Financials depends on the EPM feature you use as described in this table.

Budget Entry	EPM Feature Used	How to Load Budget to Cloud Financials
Prepare original budget or revise budget	Planning	Set up and run data integration from Planning application to Budgetary Control in Data Exchange in EPM to validate transactions online. Set up and run data integration from Planning application to General Ledger in Data Exchange in EPM to report from General Ledger. You can skip for budget already loaded to an EPM Financials module type control budget, which synchronizes with General Ledger. See the Integrating Oracle ERP Cloud Oracle General Ledger Applications and Integrating Budgetary Control topics in the Administering Data Management for Oracle Enterprise Performance Management Cloud guide.
Revise Budget	Budget Revisions	Set up data integration from budget revision requests to Budgetary Control in Data Exchange in EPM. Initiate Funds Reserve from Manage Revisions. Budget Revisions update both Budgetary Control and General Ledger. See the Integrating Budget Revisions with Budgetary Control topic in the Administering Data Integration for Oracle Enterprise Performance Management Cloud guide.

Budget Entry

EPM Feature Used

How to Load Budget to Cloud Financials

Prepare original budget or revise budget

Planning

Set up and run data integration from Planning application to Budgetary Control in Data Exchange in EPM to validate transactions online.
Set up and run data integration from Planning application to General Ledger in Data Exchange in EPM to report from General Ledger. You can skip for budget already loaded to an EPM Financials module type control budget, which synchronizes with General Ledger.

See the Integrating Oracle ERP Cloud Oracle General Ledger Applications and Integrating Budgetary Control topics in the Administering Data Management for Oracle Enterprise Performance Management Cloud guide.

Revise Budget

Budget Revisions

Set up data integration from budget revision requests to Budgetary Control in Data Exchange in EPM.
Initiate Funds Reserve from Manage Revisions. Budget Revisions update both Budgetary Control and General Ledger.

See the Integrating Budget Revisions with Budgetary Control topic in the Administering Data Integration for Oracle Enterprise Performance Management Cloud guide.