Connectors Oracle PeopleSoft to Anaplan

Oracle PeopleSoft to Anaplan: a first load in weeks, then net change on your planning calendar.

Lima Backbone reads planning data from Oracle PeopleSoft through partitioned JDBC reads, shapes it into Anaplan’s model, checks it, loads it inside the run window your planning calendar sets, and returns the approved plan to Oracle PeopleSoft with each write confirmed. The first planning dataset is live in four weeks at a fixed price.

OUT OF ORACLE PEOPLESOFTItemsPS_MASTER_ITEM_TBL · PS_BU_ITEMS_INVBills of materialPS_EN_BOM_COMPSRoutingsPS_EN_RTG_OPERStockPS_BU_ITEMS_INV · PS_PHYSICAL_INVLIMA BACKBONEExtractPartitioned JDBC reads · Incremental re…Checknine checks before anything loadsShapeinto Anaplan's modelLoadLists first, then modulesINTO ANAPLANAnaplanLists (hierarchies), modules with line…THE APPROVED PLAN RETURNS TO ORACLE PEOPLESOFT · EACH WRITE CONFIRMED
The path from Oracle PeopleSoft to Anaplan and back. Objects come out through the source's methods, pass nine checks, are shaped into the planning model and loaded on the calendar; the approved plan returns to Oracle PeopleSoft.
8–10 wks
to a first full planning load
customer engagements · anonymised
4 wks
first planning dataset, fixed price
offer
9
checks before anything loads
product
Every write
confirmed by the ERP
product
What Anaplan expects

The model the load has to fit.

ModelLists (hierarchies), modules with line items at a grain, time and versions. A line item can only reference list members that exist.LoadLists first, then modules; member existence and grain checks before the load; counts per import action.BackExports are read back and written to the ERP, each write confirmed.
The hardest part of this path

Keeping list members in step with ERP master data across many modules.

The Anaplan connector page →

What comes out of Oracle PeopleSoft

Objects and where they go.

The first load is assembled from these objects through partitioned JDBC reads. Change capture (by last-update fields) keeps the daily volume small afterwards.

Planning objectSource objectsDestination in Anaplan
ItemsPS_MASTER_ITEM_TBL · PS_BU_ITEMS_INVProduct list
Bills of materialPS_EN_BOM_COMPSBOM module line items
RoutingsPS_EN_RTG_OPERResource lists
StockPS_BU_ITEMS_INV · PS_PHYSICAL_INVInventory module
Open purchase ordersPS_PO_HDR · PS_PO_LINE · PS_PO_LINE_SHIPSupply module
Open sales ordersPS_ORD_HEADER · PS_ORD_LINEDemand module
ProductionPS_SF_PRDNID_HEADRProduct list
ForecastsPS_DP_FCSTForecast module
Customers and suppliersPS_CUSTOMER · PS_VENDORCustomer and supplier lists
CalendarsPS_CAL_DETP_TBLTime settings
The path, step by step

Six steps, one report at the end.

ConnectRegister Oracle PeopleSoft and Anaplan with credentials from the vault; test both connections.
ExtractFirst load through partitioned JDBC reads; then by last-update fields.
CheckNine checks run before anything loads; a failed row becomes an exception with an owner and the load continues with the valid rows.
ShapeObjects are mapped into Anaplan's model: lists (hierarchies), modules with line items at a grain, time and versions
LoadLists first, then modules; member existence and grain checks before the load; counts per import action.
ReturnExports are read back and written to the ERP, each write confirmed.
The checks that run before anything loads

9 checks, each with a plain example.

Every check either passes a row or turns it into an exception record with an owner. Nothing is dropped silently.

CheckKindWhat it catches, with an example
Every item has a plant and a unit of measurecompletenessan item without a plant cannot be planned; the row is held with its owner
Every child finds its parentreferential ordera bill-of-material line whose item has not arrived is held until the item loads
Each way of supply has its own structureconsistencya production version without a routing or a bill is flagged
Open quantities are openconsistencyorder lines with delivered quantity equal to ordered quantity are excluded
Dates are inside the horizon and the calendarrangea due date on a non-working day is moved by the calendar rule and flagged
Units and currencies convertconsistencya component in a unit with no conversion to the base unit is held
Hierarchies are strictcompletenessno orphan members, no duplicate codes across ERPs
Weekly equals the sum of dailyconsistencygrain sums are checked for every measure
Counts and control totals matchreconciliationrows and quantities per table compared between source and target
Cadence and offer

How the copy stays current, and how the work is priced.

After the first load, Anaplan receives net change on your planning calendar: by last-update fields. The plan returns to Oracle PeopleSoft through Integration Broker; response is the confirmation.

Terms on this page

Plain meanings.

Net changeA load that sends only what changed since the last load, in the order the target needs.
Referential orderLoading parents before children so every row finds what it refers to.
Control totalThe sum of a key amount column compared between source and target, along with the row count.
Exception recordA row that failed a check: kept, routed to an owner, replayed once fixed.
Write-backWriting a result into the system that owns it through its released interface; the response is the confirmation.
Questions

Asked about this path.

How long until the first load is live?

Four weeks for one planning dataset at a fixed price; recent programs reached a first full planning load in eight to ten weeks (customer engagements, anonymised).

What does the planning team see?

Counts per step, the check that stopped a row, the owner and the replay point, and the lineage of any number back to its source column.

Who runs it after go-live?

Your team, on the schedule you set, with the same report after every run; or your systems integrator; or Lima's team under the subscription.

Run your first Anaplan load.

One call scopes the dataset, the run window and the tier. The reconciliation report at the end is the acceptance test.