Loading and calculating imported data

Workforce Budgeting integration supports transfers of metadata from a source system to an application database.

The integration process for Workforce Budgeting is done within Relational modeling and Infor EPM business applications. During the integration process, you use Relational modeling to prepare, validate, and load the source metadata to be used for the Workforce Budgeting integration. Infor EPM application processes load the metadata from the integration database into the Infor EPM business application. The loaded data must be calculated in Workforce Budgeting before it is used. Workforce Budgeting integration allows deletion of data when re-loading data to a Configuration set and Version that has been already loaded, validated, and calculated.

Load and calculate data processes depend on configuration set definition, Workforce Budgeting configuration, and the Account Activation for Sub Plan report.

  1. Click the Home icon.
  2. Select Module Settings and Budgeting > Configuration > Load and Calculate Data.

    Before you can load and calculate data, perform these steps:

    1. Select an activated configuration set.
    2. Select a version.

      Only versions of the selected configuration set are available.

    3. Click Next.
    Note: Loading new metadata results in loss of previously imported data and calculated results.
  3. Complete configuration and publish financial business objects in Business Modeling and click Next.

    In Business Modeling, you must configure financial business objects such as Entities, Accounts, Organizations, as required business objects. Set optional business objects such as Segments, or Analysis Dimensions as optional.

  4. The system validates the staged Workforce Budgeting data against the model. If validation errors are displayed in the message box:
    1. Review the source data in the Relational modeling and make corrections in the corresponding tables.
    2. In Load and Calculate Data, click Back.
    3. To rerun the validation against the corrected metadata, click Next.
    Note: The Publish and Calculate actions are disabled until the validation process is complete.
  5. Click Publish.
    The Workforce Budgeting data is published from staging tables to Infor EPM business application database and required elements are generated.
  6. Click Calculate.
  7. Click Close.