Tag: Budget CSV import

To import a budget

To import a budget: Go to Transactions > Financial > Set Up Budgets > Import. On the Import Assistant page, in the Scan & Upload CSV File section, select the type of character encoding for imported data. After the import of budget data has completed, you can review NetSuite budget records by going to the… Continue reading To import a budget

Budget Import

The Budget Import lets us import our external budget data as NetSuite budget records. The interface and process for budget imports vary from those for other record-type imports. A simplified version of the Import Assistant is used for budget imports, with two pages to complete instead of five. This Assistant is available from Transactions > Financial… Continue reading Budget Import

How to update a budget amount imported through CSV

you can import the CSV again with the correct amounts. Kindly take note of the following: The Update of Budgets through CSV import for specific periods only is still a system limitation.  When we navigate to Transactions > Financial > Setup Budgets > Import, the System is considering that we are uploading a new budget and… Continue reading How to update a budget amount imported through CSV

Budget Import> Error Details: You have entered an Invalid Field Value enter Period xx Amount for the following field: periodamountxx

This error is received when the system detects a non-numeric character under the Period x Amount columns (that is columns J till U in Budgets Template file from Transactions> Financial> Set Up Budgets> Import> Budgets Template File link). To resolve this error, check the CSV file being used in the import. Make sure that Period x Amounts columns all have numeric… Continue reading Budget Import> Error Details: You have entered an Invalid Field Value enter Period xx Amount for the following field: periodamountxx