Wednesday, 20 March 2024

Oracle Transaction Matching Tip for period mapping when pulling data from Oracle Fusion ERP

 



We have recently seen an increase in  customers taking advantage of the Powerful Account Reconciliation and Transaction mapping tool in the Oracle EPM Suite of products and our very first implementation of Transaction Matching took us a while to figure out why our Period mapping wasn’t working and so the fix stuck with me ever since!

After recently completing another Transaction matching implementation I wanted to share this information for those of you just starting out on your Transaction Matching journey in the hope this Tip will hopefully save you a heap of time!!

When you are creating the Application to pull data from Fusion, theDimension Name” for Fusion Month” should be mapped to theGeneric” Dimension Classification”  and Data Table Column Name” as “UD11” as shown in the below screenshot, this is not the same when creating Applications for loading Account Balances or for FCC where you would normally select the Dimension Classification as Period.





Thanks for taking the time to read my blog,  I hope this was useful!

… Until next time


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