If you are licensed to the General Ledger module, it is possible to import your GL account budget to help drive budgeting controls and onscreen event budgeting analysis.
The import format configured for budget imports will be used in the Format ID field, to map the fields of your budget import document to the relevant fields in Enterprise. If you are unsure if your budget import format has been configured, please contact your System Administrator. Your import format must be configured before importing your budget.
- The import file you are using must have EBMSGL010BUDGET present in the first column of every row to be imported. Without this 'constant' column your budget will not be successfully imported.
- When importing budgets for revenue accounts, amounts should be imported as negative values. When importing budgets for expense accounts, amounts should be imported as positive values.
- Before importing the budget, it important to save the file on your local drive and then close the file. If it is not closed, your budget will not be successfully imported.
Import the GL Account Budget
To import the budget:
-
- From the Main Menu search and select GL Inquiry. The General Ledger Inquiry window opens.
- Click Tools.
- Select Import Budget. The GL Budget Import window opens.
- In the Format ID drop-down, select the budget import format.
- Click Choose Files to select the budget import file from your local drive. The Open window opens.
- Select the file to import.
- Click Open. You will return to the GL Budget Import window.
- Click OK.
A message displays when the import is complete. The results of the imported budget display in the Budget columns of the GL Inquiry window. You may need click refresh to update the window.
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