Open Forum

Expand all | Collapse all

Budget Import

  • 1.  Budget Import

    Posted Feb 20, 2019 08:26 PM
    We are currently on GP2015 R2.  When importing a budget it seems that one specific amount .07 is being loaded as 7.00 and we can't figure out why.  Other small amounts for the same account e.g. .08, .09 load fine.  Has anyone else experienced this?

    ------------------------------
    Sue Imose
    The Gas Company, LLC
    Honolulu HI
    ------------------------------
    Digital Acceleration Binge Day January 28, 2021 | 11:00 AM to 2:00 PM EST


  • 2.  RE: Budget Import

    TOP CONTRIBUTOR
    Posted Feb 20, 2019 10:40 PM
      |   view attached
    Hi @Sue Imose

    What method are you using to import in the budget?




    ------------------------------
    Kristen Hosman
    Dynamics ERP Consultant

    ------------------------------

    Digital Acceleration Binge Day January 28, 2021 | 11:00 AM to 2:00 PM EST


  • 3.  RE: Budget Import

    Posted Feb 21, 2019 12:45 PM
    Hi Kristen,
    We are using the Excel import function.

    ------------------------------
    Sue Imose
    The Gas Company, LLC
    Honolulu HI
    ------------------------------

    Digital Acceleration Binge Day January 28, 2021 | 11:00 AM to 2:00 PM EST


  • 4.  RE: Budget Import

    Posted Feb 21, 2019 01:16 PM
    In your excel sheet, are there other lines that have the same account number that will total to $7.00?   Is it a text field in the budget and the total matches?

    ------------------------------
    Erica Howlett
    Consultant
    Implementation Specialists
    Hawley, MN
    ------------------------------

    Digital Acceleration Binge Day January 28, 2021 | 11:00 AM to 2:00 PM EST


  • 5.  RE: Budget Import

    Posted Feb 21, 2019 02:16 PM
    There is one line per account no. and the monthly amounts do not add up to $7.00.
    I checked the format of the cells - they are numeric 2 decimals.  I tried changing cells to .07 for other accounts and they load as $7.00 as well.

    ------------------------------
    Sue Imose
    The Gas Company, LLC
    Honolulu HI
    ------------------------------

    Digital Acceleration Binge Day January 28, 2021 | 11:00 AM to 2:00 PM EST


  • 6.  RE: Budget Import

    SILVER CONTRIBUTOR
    Posted Feb 26, 2019 01:17 PM
    ​May not be relevant, but check and see if the line that is switching to 7.00 is row 7 of your import worksheet - I've seen problems like this in the past where random amounts change themselves to the row numbers of the excel import file.  To fix, you have to download a new budget to get clean excel file, make sure it's empty, then put your data back in it and import again.

    ------------------------------
    Lucy Shows
    director of budgeting and decision support
    Hattiesburg Clinic P.A.
    Hattiesburg MS
    ------------------------------

    Digital Acceleration Binge Day January 28, 2021 | 11:00 AM to 2:00 PM EST


  • 7.  RE: Budget Import

    SILVER CONTRIBUTOR
    Posted Feb 21, 2019 02:14 PM
    We use budget import on this version and I have not had any problems. Are you budgeting for the amount $0.07? Or just amounts that end in ##.07? I looked through our previous budget amounts and we have imported amounts that end in .07 ok. If the issue is limited, you could upload the budget in excel, and then edit the amount on the Account card>Budget? I have had to do that once or twice on last minute changes before launching.  ​

    ------------------------------
    Audrey Forrest
    Senior Accountant and Business Analyst
    GP 2015 R2, D365 CRM V9
    CRMUG Chapter Leader - Seattle
    ------------------------------

    Digital Acceleration Binge Day January 28, 2021 | 11:00 AM to 2:00 PM EST


  • 8.  RE: Budget Import

    Posted Feb 21, 2019 04:47 PM
    It's just .07 amounts  Amounts that end with .07 load fine.
    I think we will end up updating the budget amounts directly once we find them all.

    Thanks.

    ------------------------------
    Sue Imose
    The Gas Company, LLC
    Honolulu HI
    ------------------------------

    Digital Acceleration Binge Day January 28, 2021 | 11:00 AM to 2:00 PM EST


  • 9.  RE: Budget Import

    Posted Feb 21, 2019 07:57 PM
    FYI.  Our GP partner recreated the issue in both GP2015 R2 and GP2018 and will be reporting it to Microsoft.

    ------------------------------
    Sue Imose
    The Gas Company, LLC
    Honolulu HI
    ------------------------------

    Digital Acceleration Binge Day January 28, 2021 | 11:00 AM to 2:00 PM EST


  • 10.  RE: Budget Import

    TOP CONTRIBUTOR
    Posted Feb 23, 2019 12:13 PM
    Why are you loading seven cents into a budget anyway?  Since budgets are estimates anyway, you should always round budget amounts to the nearest dollar.

    ------------------------------
    Bruce Strom
    Programmer Analyst
    Associated Grocers of Florida / Supervalu
    Sunrise FL
    ------------------------------

    Digital Acceleration Binge Day January 28, 2021 | 11:00 AM to 2:00 PM EST


  • 11.  RE: Budget Import

    GPUG ALL STAR
    Posted Feb 25, 2019 09:33 AM
    Edited by Beat Bucher Feb 25, 2019 09:35 AM
    Totally Agree with @Bruce Strom,
    you're chasing the wrong car here :-).. This is budgeting data which anyways calls usually for rounded numbers to the dollar, if not even to the 10 or 100 dollars per line item.. Importing a budget isn't by any means to serve as a purpose of an "exact" control of your actually, since those numbers can be influenced by many external factors, like exchange rates and rounding issues with your inventory items.

    The budget function in GP has a purpose to limit the spend amounts per account in the POP process (using POE) or in requisitions workflow, and to track in your Financial Reports (in MR 2012 for example) where you're sit with your Actuals vs. Budget throughout the year. On top of that, budget usually gets adjusted quarterly with a fresh upload and may (or may not) override your initial budget for the year, depending on how you manage it. We used to have year-start budgets and then an outlook revision at each quarter end (budgets would be named accordingly like Budget-2019, Budget-2019-OL1, Budget-2019-OL2, etc..)​

    ------------------------------
    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    @GP_Beat http://www.gp-geek.com
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013
    ------------------------------

    Digital Acceleration Binge Day January 28, 2021 | 11:00 AM to 2:00 PM EST


  • 12.  RE: Budget Import

    Posted 27 days ago

    Sue, were you ever able to get this resolved? I am having the exact same issue in GP2018.



    ------------------------------
    Andrea Nicholson
    Genoa Healthcare, LLC
    Renton WA
    ------------------------------

    Digital Acceleration Binge Day January 28, 2021 | 11:00 AM to 2:00 PM EST


  • 13.  RE: Budget Import

    GPUG ALL STAR
    Posted 26 days ago
    Edited by Zubin Gidwani 26 days ago
    If you need help, we can offer a budget loading utility external to GP which is much faster, it can import 10K accounts into GP in less than 1 min...with account pre-validation and audit trails.



    ------------------------------
    Zubin Gidwani
    Dynamic Budgets, Founder
    San Francisco-Bay Area CA
    ------------------------------
    Digital Acceleration Binge Day January 28, 2021 | 11:00 AM to 2:00 PM EST


If you've found this thread useful, dive deeper into User Group community content by role