Previous	Next		Contents	Index	Navigation	Glossary	Library

You can upload budget amounts to your budget organization for any existing account that falls within the account ranges assigned to your budget organization. If you allow dynamic insertion, you can also upload budget amounts to your budget organization for a previously undefined account.

At your request, General Ledger uploads your budget interface data and automatically updates your financial records to include this budget information. Once you upload your budget data, you can review the Budget Spreadsheet Upload Execution Report for the status of your uploaded budget information.

Prerequisites

   Define a budget

   Open one or more years of your budget

   Define a budget organization

   Create your budget information using your spreadsheet software.

   Transfer your budget information into the General Ledger budget interface table, GL_BUDGET_INTERFACE

   To upload a budget:

1. Navigate to the Upload Budget window.

2. Enter the Budget and Budget Organization that will receive the uploaded budget amounts. You can upload budgets for all of your budget organizations by entering the name of your general, all-inclusive budget organization.

3. If the budget organization you specify is password-protected, you must enter the password before you can upload budget amounts.

4. Choose Upload. General Ledger submits a concurrent process to upload budget information from the GL_BUDGET_INTERFACE table.

5. Review the Budget Spreadsheet Upload Execution Report for the status of your uploaded budget information.

See Also

Defining Budgets

Defining Budget Organizations

Protecting a Budget with a Password

Budget Spreadsheet Upload Execution Report

Integrating General Ledger Using Budget Upload