Imported Budget Information


System Maintenance Menu -> Configure System Settings -> Accounting Tab -> General Ledger -> Budgets -> IMPORT BY YEAR button -> Imported Budget Information

After the ASCII file has been imported with the G/L account budget values using Import Budgets, this utility can be used to review the Revenue and Expense account amounts and to complete the import process by copying the values into Budgets table.

The information cannot be edited here, but once accepted it can be modified in Budgets.

The prompts are:

YEAR
The year of the data to be imported is displayed, as designated in Import Budgets.

DIVISION
Type ALL to view company wide account totals, or select a division from the drop-down list to view account totals for a specific division.

Resulting Quarterly Account Totals:
This is the data from Import Budgets that is now ready to be loaded into SRM.
The G/L accounts from the import file are listed with the description and quarterly totals for the selected division.
Windows are provide on each quarter and on the total to view the monthly allotted budget amounts.

Finished?
Click LOAD to complete the import and to update the Budgets table.
Confirmation is required to verify the year and to complete the import update for the year displayed, by clicking LOAD again.
When the data is loaded successfully the Imported Budget Information table is cleared.

Note: These amounts will replace any existing records for that year that may already be entered in Budgets.

ACTIONS:
Additional actions provided by buttons on the Imported Budget Information screen include:


Topic Keyword: GLBU03
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