Regarding ERPI Data Loading

Dear All,
I have few doubts on ERP Integrator.
1) What are things required from Oracle GL to Planning for Data Loading using ERP Integrator? (Trail Balance is enough or we required some other file from Oracle GL)
2) Is there any scheduling options available for Data loading using ERP Integrator?
3) what is process for loading the data to Planning using ERP Integrator?
4) How we load the data to Planning? (i.e. monthly load, hourly load)
Anyone please guide me in this situation.
Thanks,
PC

1) What are things required from Oracle GL to Planning for Data Loading using ERP Integrator? (Trail Balance is enough or we required some other file from Oracle GL)
Assuming you have the right version of Oracle EBS, ERP Integrator queries the tables within the Oracle EBS database to get the appropriate information. In my case, the trail balance file was enough. Within the trail balance file you will have the appropriate dimension intersection (account, entity, period, etc.), the type of account (asset vs. liability, etc.) and finally the dollar amount.
2) Is there any scheduling options available for Data loading using ERP Integrator?
Yes. You can use FDQM to map and validate the data, then use the FDQM batch scheduler to load the data via command line or you can use the FDQM batch scheduler as well.
3) what is process for loading the data to Planning using ERP Integrator?
I'll try to do my best to summarize. (Assuming you are using FDQM) Create rules in ERPi -> Configure the adapters in the Workbench Client for the ERPi Rules -> Configure the FDQM Web Client to call the Adapters set in the Workbench Client -> Import the data into FDQM. Then from here you can call your command line automation for batching if you wish.
4) How we load the data to Planning? (i.e. monthly load, hourly load)
This depends on your business. Assuming you are going to load the data for budget and planning purposes then maybe your business is happy with a monthly load (and most of the time this is the case). An hourly load might be helpful if you deal with users that need up to date actuals. Loading hourly acutals data might be an overkill for a budget or planning application, but I have ran into situations where this is needed, but then find myself worried about speeding up the calculations after the data is loaded. Long store short you can load monthly or hourly.

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