Found an interesting “feature” in Data Management in the cloud this week and thought I would share.
Currently, I’m configuring Data Management to load data to 2 different Plan Types in PBCS (the PBCS application has 3 BSO Plan Types and 1 ASO). When the “Target Application” in Data Management was first configured, only one Plan Type, FinStmt, was initialized. The other Plan Types, CMargin and Wrkforce, were added later.
During the configuration, I was creating a Data Load Rule to load to the CMargin Plan Type, however, my dropdown only had one option: FinStmt.
In order for the other Plan Types to show up in this dropdown, I had to travel back to the Target Application option on the Setup tab. Press “Refresh Metadata” on the PBCS application.
This feature will refresh the metadata from the PBCS application, including initializing the Plan Types that were added later.
Back on my Data Load Rule, I can now select any Plan Type from the dropdown, including CMargin.
Send me any PBCS & Data Management questions and I’ll do my best to answer. Thanks for reading!