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If you have Microsoft Excel, you can use GL Desktop Integrator to create budget spreadsheets in Excel, view and modify your budget information, then upload revised budget information to General Ledger automatically from those spreadsheets.

If you use a spreadsheet software other than Excel, create your budgeting spreadsheets using a different spreadsheet for each budget organization. The spreadsheet must contain all information required by General Ledger; budget name, budget organization name, account segment values, accounting periods and budget amounts.

To transfer your budget information from a spreadsheet other than Excel, save the budget spreadsheet in ASCII format. Use a file transfer program to move the file from your PC to the host (where Oracle is running), then use SQL*Loader to move information from the file to GL_BUDGET_INTERFACE table.

Optionally, you can use a spreadsheet application to create your budget, then use Oracle Glue or Dynamic Data Exchange (DDE) to populate GL_BUDGET_INTERFACE.

At your request, General Ledger uploads your spreadsheet data and automatically updates your account balances to include this budget information. General Ledger validates uploaded data and reports errors in the Budget Spreadsheet Upload Status Report.

See Also

Uploading Budgets

Integrating General Ledger Using Budget Upload