1. General Accounting Implementation Guide
  2. Understanding the Budget Upload Process

Understanding the Budget Upload Process

This table describes the two methods for uploading budgets and summarizes the steps involved for each method. Notice that the last three steps for both methods are the same. The difference between the two methods is how you import the budget data into the EnterpriseOne tables:

Method

Steps

Import budgets from a spreadsheet

  1. Import budget data using the Upload/Conversion Revisions program.

  2. Review and revise imported data.

  3. Upload budget data to the F0902 table.

  4. Purge processed records.

Import budgets from a text file

  1. Copy budget data to a text file.

  2. Convert the data by running the Budget Import Field Mapping program.

  3. Review and revise imported data.

  4. Upload budget data to the F0902 table.

  5. Purge processed records.