Import Budget Data for Budgetary Control and General Ledger
This process updates balances for Budgetary Control and General Ledger. Review the guidance on the template before loading to ensure that the data can be loaded correctly.
If you want to load budgets in GL but your budget data omits some chart of accounts
segments, you must:
- Specify a segment value for the omitted segment in the Chart of Accounts and Budget Accounts Mapping.
If you want to load budgets in GL at the summary segment value level, then you must perform these steps:
-
Assign a hierarchy to the control budget segment
-
Enable the Budget to Summary Account in General Ledger option on the Manage Budgetary Control page
-
Republish the hierarchy from the Publish Account Hierarchies page