Details Tab

Use this tab to define the fiscal periods (year and month) to include and to select which amounts to import: actuals, budgets, or forecast. If importing budgets, also specify the source application for the import—eFinancials or ePO—if more than one budget has been set up. Refer to eFinancials online help for information about using separate budgets.

The ExpenseDetail table is populated with the appropriate values when the import is run. Refer to Expense Detail Values for a table showing the values.

Fiscal Period

From Month

Enter the first month of the fiscal year to include.

From Year

Use the drop-down to select the first fiscal year to include.

Thru Month

Enter the last month of the fiscal year to include.

Thru Year

Use the drop-down to select the last fiscal year to include.

Amounts

Use the drop-down to determine what amounts to include: Actuals, Budgets or Forecasts.

Budgets

If you selected Budgets from the Amounts drop-down above, this field displays. Select the source application from which to import the budget: eFinancials or ePO.