Import Budget Data from a Flat File for Budgetary Control
You can download a spreadsheet template from the Budgetary Control Budget Import File-Based Data Import for Financials guide to prepare and generate your budget data from an external source in a predefined flat file format.
The template contains an instructions sheet that explains these details:
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The two different usages of the template - to load expense budget to budgetary control only versus to load expense budget to budgetary control and general ledger simultaneously
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The restrictions of using the template to load expense budget to budgetary control and general ledger simultaneously
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The rules and concept of certain attributes, such as source budget type, source budget name and segment values
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The choice of two different worksheet formats
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These are the steps involved:
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how to generate a data file
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how to upload the file
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the import process to submit:
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Import Budget Amounts
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Import Budget for Budgetary Control and General Ledger
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how to fill out the process parameters
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Refer to the tool tips on each column header for attribute-specific instructions.
Budget changes for General Ledger and Budgetary Control can be synchronized.
FBDI Template Name |
Budget Import Process Name |
Budget Balance Update |
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Budgetary Control Budget Import |
Import Budget for Budgetary Control and General Ledger |
Both Budgetary Control and General Ledger |
Budgetary Control Budget Import |
Import Budget Amounts process |
Budgetary Control only |
Import General Ledger Budget Balances |
Validate and Upload Budgets |
General Ledger only |