Setting Up Connections
Create connections between EPM Planning Financials and Data Management, and between EPM Planning Financials and Budgetary Control
- From the Home page, click Tools, and then click Connections.
- Click Create, and then click Fusion Budgetary Control.
-
Create the following connections by entering the URL, user name, and password for each connection.
- EPMXCCDMINTEGRATION. Creates a connection to Data Management to invoke Data Management jobs. Add a
parameter for each control budget.
- URL format:
https://EPM Service connection Name/aif/rest
. This is the local host where you enabled Budget Revisions - User and Password: The EPM service administrator user name, in the format domain.userName, and password. In Oracle Cloud Infrastructure environments, you can omit the domain.
- Advanced Options: Add a parameter to link each combination of the integration name used in Data Integration and control budget. For Name, enter the Control Budget name. For Value, enter the integration name.
- URL format:
- EPMXCCFUNDS. Sets up a connection to Budgetary Control for Funds Check to
validate budget revisions and for Funds Reserve in the ERP system.
- URL format:
https://ERP Service Connection Name/fscmRestApi/resources/11.13.18.05/budgetaryControlBudgetTransactions
- User and Password: The
user name and password for Budgetary Control.
For User, enter the name of the user who is assigned as a Budget Manager and has data access to the Budgetary Control budgets with which you want to integrate.
- URL format:
- EPMXCCVFR. Sets up a connection to Budgetary Control to view Budgetary Control results from the
ERP system.
- URL format:
https://ERP Service Connection/fscmRestApi/resources/11.13.18.05/budgetaryControlResultsBudgetTransactions
- User and Password: The
user name and password for Budgetary Control.
For User, enter the name of the user who is assigned as a Budget Manager and has data access to the Budgetary Control budgets with which you want to integrate.
- URL format:
- EPMXCCDMINTEGRATION. Creates a connection to Data Management to invoke Data Management jobs. Add a
parameter for each control budget.
Tip:
If the Connections URL changes, or if you change parameters to add a new control budget, rerun Prepare for Revisions to update the drill regions.
For more information, see Connecting Environments in EPM Cloud.