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Budget Import Tab

Make the following menu selections to display this tab:

eFinancials—Data Transfer—Budget Import or
ePO—Data Transfer—Import Budgets

Use this tab to import general ledger budget data into the accounts payable system using a BCL file.

ClosedTo Import GL Budgets Data

Prerequisite

A BCL (batch command language) file must be stored on your system prior to import. For a successful import, the file that you created (using other software) should match the format used in this software.

Completing Step 1

  1. Select the Browse button. Your operating system navigation window displays.
  2. Navigate to and select either of the following file types: BUDGETS.BCL or NEXTYEAR.BCL.
  3. Select the Load Import File button. The system uploads the file to the server, and updates the tab for step 2.

Completing Step 2

  1. At Fiscal Year, the year defaults to the current year. Edit the year if necessary.
  2. At Use Default Budget Version for EntityCompany, the option is selected by default. Complete one of the following actions.
  3. Accept this default if you want the import process to assign the default budget version identification. The ID the import process selects is established on the Default Budget Versions Tab when adding an EntityCompany.
  4. Or click the option to remove the checkmark if you want to display the field Budget Version.
  5. At Budget Version, select the Lookup Buttonto display the Select Budget Version Tab and select a budget version identification.
  6. At Budget Source, if you set up separate budgets for eFinancials and ePO during global policies setup, select a budget source. This allows you to select the default eFinancials or ePO budget amounts to import. If not using separate budgets, eFinancials budget amounts will be used and this drop-down does not appear.
  7. Select the Import Now button to import the budgets. A success message displays when the import is finished.
  8. Select OK to acknowledge the message.

ClosedImport Errors Report

If the import is not successful, a report detailing errors displays in a PDF format and no records are imported. Use the print capabilities of PDF to print the report. The error report lists the tag/name of the field in the import file that is in error, the value of the field, and the action that needs to be completed to correct the problem. The report can include any of the following errors:

See Also

Data Transfer File Formats Introduction

Budgets File Format BUDGETS.BCL

Import Error Message

Budgets Overview

 

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