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Our CFO has requested several changes be made to our current 2020 budget.  This will involve quite a few revisions in GP, completing these manually would be extremely time consuming.  I would like to make the changes using SQL tables, but I am not sure which tables to pull.  Would anyone be able to share those table names with me?

We are currently on Dynamics GP 2018 and SQL version 2017.

Thank you -

#Budgeting, #Accounting, #Finance, #GeneralLedger​​

------------------------------
Patty Baker-Palenik
Finance and Accounting Manager
Hospice of Marion County, Inc.
Ocala FL
------------------------------

The tables are GL00200 and GL00201, but I would recommend going through the UI and then deleting the versions not accepted.

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

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

Original Message:
Sent: Jun 25, 2020 10:54 AM
From: Patty Baker-Palenik
Subject: SQL Tables for Budget Information

Our CFO has requested several changes be made to our current 2020 budget.  This will involve quite a few revisions in GP, completing these manually would be extremely time consuming.  I would like to make the changes using SQL tables, but I am not sure which tables to pull.  Would anyone be able to share those table names with me?

We are currently on Dynamics GP 2018 and SQL version 2017.

Thank you -

#Budgeting, #Accounting, #Finance, #GeneralLedger​​

------------------------------
Patty Baker-Palenik
Finance and Accounting Manager
Hospice of Marion County, Inc.
Ocala FL
------------------------------

Original Message:
Sent: 6/25/2020 10:57:00 AM
From: Jo deRuiter
Subject: RE: SQL Tables for Budget Information

The tables are GL00200 and GL00201, but I would recommend going through the UI and then deleting the versions not accepted.

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

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

Original Message:
Sent: Jun 25, 2020 10:54 AM
From: Patty Baker-Palenik
Subject: SQL Tables for Budget Information

Our CFO has requested several changes be made to our current 2020 budget.  This will involve quite a few revisions in GP, completing these manually would be extremely time consuming.  I would like to make the changes using SQL tables, but I am not sure which tables to pull.  Would anyone be able to share those table names with me?

We are currently on Dynamics GP 2018 and SQL version 2017.

Thank you -

#Budgeting, #Accounting, #Finance, #GeneralLedger​​

------------------------------
Patty Baker-Palenik
Finance and Accounting Manager
Hospice of Marion County, Inc.
Ocala FL
------------------------------

Victoria Yudin provides everything you need to create an Excel refreshable report for your budget.
You can use the same view to create a budget SmartList favorite.

------------------------------
Lou Spevack
American Council on Education
Washington DC
------------------------------

Original Message:
Sent: Jun 25, 2020 12:34 PM
From: Maureen Martin
Subject: SQL Tables for Budget Information

@Patty Baker-Palenik

Hi Patty,

Jo has given you some good advice -- better to stay out of the SQL table and do it through the User Interface.

We download our budgets from Excel and upload changes all the time -- perhaps this would be a good time for you to make use of that option.

To modify an existing budget:

Path:   Financial > Cards > Budgets > Open > choose "using Excel" from the dropdown list

• The Budget File will open as an Excel spreadsheet - showing all acct numbers, descriptions, and monthly budgets.
• Consider this your original.
• Make a duplicate copy (call it Revision 2 or something) to another tab in that worksheet (so you can maintain the original)
• Make all your changes in Excel on the Revision 2 worksheet; save in Excel

• Upload the Revision 2 worksheet  -- use the path below

Financial > Cards > Budgets > Excel > choose from dropdown list: "Import from Excel"

A dialog box will appear for the "Budget Wizard" for Excel

• Choose "next"
• What type do you want to import?  Choose "new" -- "next"
• Give the new budget a name (e.g.  20-21REV2) and description (e.g. 2020-21 Revision 2)
• Choose fiscal year (I assume you're on a 6/30/20 Fiscal Year end)
• Select the Date Range (choose your fiscal year 2020, for example)
• "next"

The next dialog box asks where your Excel file is for Revision 2 --

• browse to that workbook file
  
• indicate which worksheet within the workbook has your Revision 2 figures on it.

Please remember to make a copy of your original so you can go back to it if the process doesn't work for you.  But we have had very good luck doing it this way.  Holler if you have questions.

Maureen

Original Message:
Sent: 6/25/2020 10:57:00 AM
From: Jo deRuiter
Subject: RE: SQL Tables for Budget Information

The tables are GL00200 and GL00201, but I would recommend going through the UI and then deleting the versions not accepted.

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


Original Message:
Sent: Jun 25, 2020 10:54 AM
From: Patty Baker-Palenik
Subject: SQL Tables for Budget Information

Our CFO has requested several changes be made to our current 2020 budget.  This will involve quite a few revisions in GP, completing these manually would be extremely time consuming.  I would like to make the changes using SQL tables, but I am not sure which tables to pull.  Would anyone be able to share those table names with me?

We are currently on Dynamics GP 2018 and SQL version 2017.

Thank you -

#Budgeting, #Accounting, #Finance, #GeneralLedger​​

------------------------------
Patty Baker-Palenik
Finance and Accounting Manager
Hospice of Marion County, Inc.
Ocala FL
------------------------------

IMHO, since the SQL budget tables are simple, and since they do not consist of posted transactions, there is no real danger in updating them through SQL directly.  If you have information in SQL for the year already, I would copy the table contents into Excel to use as a backup.

------------------------------
Bruce Strom
Programmer Analyst
Paradise GP Consulting, Inc.
Sunrise FL
------------------------------

Original Message:
Sent: Jun 26, 2020 09:31 AM
From: Lou Spevack
Subject: SQL Tables for Budget Information

Victoria Yudin provides everything you need to create an Excel refreshable report for your budget.
You can use the same view to create a budget SmartList favorite.

------------------------------
Lou Spevack
American Council on Education
Washington DC

Original Message:
Sent: Jun 25, 2020 12:34 PM
From: Maureen Martin
Subject: SQL Tables for Budget Information

@Patty Baker-Palenik

Hi Patty,

Jo has given you some good advice -- better to stay out of the SQL table and do it through the User Interface.

We download our budgets from Excel and upload changes all the time -- perhaps this would be a good time for you to make use of that option.

To modify an existing budget:

Path:   Financial > Cards > Budgets > Open > choose "using Excel" from the dropdown list

• The Budget File will open as an Excel spreadsheet - showing all acct numbers, descriptions, and monthly budgets.
• Consider this your original.
• Make a duplicate copy (call it Revision 2 or something) to another tab in that worksheet (so you can maintain the original)
• Make all your changes in Excel on the Revision 2 worksheet; save in Excel

• Upload the Revision 2 worksheet  -- use the path below

Financial > Cards > Budgets > Excel > choose from dropdown list: "Import from Excel"

A dialog box will appear for the "Budget Wizard" for Excel

• Choose "next"
• What type do you want to import?  Choose "new" -- "next"
• Give the new budget a name (e.g.  20-21REV2) and description (e.g. 2020-21 Revision 2)
• Choose fiscal year (I assume you're on a 6/30/20 Fiscal Year end)
• Select the Date Range (choose your fiscal year 2020, for example)
• "next"

The next dialog box asks where your Excel file is for Revision 2 --

• browse to that workbook file
  
• indicate which worksheet within the workbook has your Revision 2 figures on it.

Please remember to make a copy of your original so you can go back to it if the process doesn't work for you.  But we have had very good luck doing it this way.  Holler if you have questions.

Maureen

Original Message:
Sent: 6/25/2020 10:57:00 AM
From: Jo deRuiter
Subject: RE: SQL Tables for Budget Information

The tables are GL00200 and GL00201, but I would recommend going through the UI and then deleting the versions not accepted.

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


Original Message:
Sent: Jun 25, 2020 10:54 AM
From: Patty Baker-Palenik
Subject: SQL Tables for Budget Information

Our CFO has requested several changes be made to our current 2020 budget.  This will involve quite a few revisions in GP, completing these manually would be extremely time consuming.  I would like to make the changes using SQL tables, but I am not sure which tables to pull.  Would anyone be able to share those table names with me?

We are currently on Dynamics GP 2018 and SQL version 2017.

Thank you -

#Budgeting, #Accounting, #Finance, #GeneralLedger​​

------------------------------
Patty Baker-Palenik
Finance and Accounting Manager
Hospice of Marion County, Inc.
Ocala FL
------------------------------