Adding a New Data Load Rule
To extract budget data from your Planning and Budgeting, you need to define a data load rule within a specific Point of View.
To add a new data load rule:
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In your Planning and Budgeting environment, click the Navigator icon . Then, under Integration, click Data Management.
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On the Workflow tab, under Data Load, click Data load Rule.
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In the Point of View bar at the bottom of the page, click the link next to Location to specify the Point of View:
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Click to select the location you created in Adding a New Location.
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Make any other necessary changes, and click OK.
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In Data Rule Summary, click the Add icon .
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In Details, do the following:
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In the Name field, enter a unique name for this data load rule.
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From the Category list, select the required category.
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From the Source Plan Type list, select the required source plan type.
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Click the Target Options subtab.
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As the Download File Name value, enter the name of the CSV file that the data load role should generate and store in Inbox/Outbox Explorer.
Note:If you want to use the predefined NSPB - Import Budget Data Using DM post-processing plug-in, enter the following file name:
nspbcsBudgetDm.csv
The file name must match exactly, including upper and lower case.
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Click Save.
For general information and additional setup, see the Oracle Help Center topic Adding Data Load Rules.