Importing budgets to scenarios

The budget import process from Enterprise Performance Management Budgeting and Planning can begin after the final budgets are approved and published. See Infor Enterprise Performance Management Integration Guide for Financials and Supply Management.

  1. Access the Infor EPM Platform Dashboard.
  2. Select FSM Reports > CloudSuite Financials > d/EPM Integration > Approved Transfer.
  3. Specify the cycle name, version, budget cycle year, budget period, and scenario.
  4. Click Initiate to load the budgets to the scenario.
  5. In FSM, sign in as Application Administrator.
  6. Select Budgeting > Budget Scenarios.
  7. Open the scenario and select the Imports tab. Confirm that the budgets are loaded.
  8. Select Actions > Upload Budget.

    The data is validated and stored in the Global Ledger total report. Correct the errors and re-upload the budget. After the budget is uploaded, the data is purged from the Imports tab and is displayed in the Data tab.

  9. Specify this information:
    Number of Clusters in Parallel
    Specify the number of jobs, or clusters, to run in parallel when the budget data is loaded to a scenario.

    When you process a large volume of budget data, specify a number that is greater than 1. This number is used to divide the data into clusters. We recommend that you set the number of clusters to a value that is less than or equal to the Max Active Actions.

    For example, you have 100 lines of budget data and you specify 5 clusters. Five parallel jobs are created, each with 20 lines of budget data. If the max active number is 4, then only four jobs are run in parallel. The remaining job is run after the first run is complete.

    A single job, or cluster, is run if this field is blank.

  10. Select Actions > Set Ready.
    The status of the scenario is updated to Ready and the GLTOT_Cube is refreshed. To verify the last cube refresh for general ledger totals, select the Cube Update Details tab on the budget scenario.

    When a scenario is in a Ready state, budget data cannot be added or modified.

    Verify the last cube refresh for general ledger totals.