The table below shows the PMI data elements required for PMI Planning module. Corresponding data elements must be identified and included in the export routine that is to be set up in the accounting management system (or ledger/ERP). The extract only needs to include P&L accounts – balance sheet accounts are not used in PMI Planning. Please note: The names of data elements are provided in source system (native) codes. These native codes will be translated into PMI names in PMI.

Transfer Methods

See here what different transfer methods are available – Transfer Methods