Some pages in Data Management have been decommissioned which includes the Period Mapping page. To establish the mapping relationship by defining a period mapping between NetSuite ERP and EPM (NSPB Application), the user must now complete this task through Data Exchange
1. Navigate to Application > Data Exchange
2. On the Data Integration page, click Actions
3. Click Period Mapping
4. On the Global Mapping tab, click +
5. Populate the inserted row with the following:
- Period Key – click the Calendar icon to select a period
- Prior Period Key – click the Calendar icon to select a period
- Period Name – Enter the Period in the format appropriate for your data load. (This is usually in Mmm-YY format)
- Target Year – Enter the Year
- Target Period – Month – Enter the month in TPxx format where xx corresponds to the order of the month following the start and end of your fiscal year
Example: In a standard fiscal year, January is mapped to TP1 as it is the first month of the year. If your fiscal year starts in a month other than January, that month should be mapped to TP1
6. Click Save
7. Go to Source Mapping tab
8. Select Source Type = NetSuite
9. Select Connection = NetSuite_ERP (if you have a custom source system, select that instead)
10. Select Calendar = SS_CAL (or your custom calendar)
11. Click + to add mapping
12. Populate the inserted row with the following:
- Source Period – Enter the period in TPxx format
- Source Period Year – Enter the year in YYYY format
- Source Period Number – optional
- Target Period Key – Search and select the period that has been added in Global Mapping
- Target Period Name – This will automatically populate after selecting Target Period Key
13. Click Save
For further information on how to configure period mappings in applications built on Oracle EPM Cloud like NSPB, you may refer to Managing Period Mappings.
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