Budget Import

Jira Code: SMT-3

To view the budget record :

Navigate to Transaction > Financial > Set up Budget > List

For Importing Budget :

Step 1 : Prepare a Template which should include the following fields:

Year, Category, Customer/Job, Item, Department, Class, Location, Account, Subsidiary (mandatory), Period 1 Amount, Period 2 Amount, Period 3 Amount, Period 4 Amount, Period 5 Amount, Period 6 Amount, Period 7 Amount, Period 8 Amount, Period 9 Amount, Period 10 Amount, Period 11 Amount, Period 12 Amount.

Step 2 :Navigate to Transaction > Financial>Set up Budget >import

1. Scan and upload CSV file: In this stage select the template file saved as CSV format
2. View Mapping/Start Import: Do the field mapping and run.
3. See the status to check whether the files are imported successfully. If any error occurs download the error file, correct it and upload again.