Imported Budget Information

After the ASCII file has been imported with the G/L account budget values using Import Budgets, this utility can be used to review the Revenue and Expense account amounts and to complete the import process by copying the values into Budgets table.

The information cannot be edited here, but once accepted it can be modified in Budgets.

The prompts are:

YEAR

The year of the data to be imported is displayed, as designated in Import Budgets.

DIVISION

Type ALL to view company wide account totals, or select a division from the drop-down list to view account totals for a specific division.

Resulting Quarterly Account Totals:
This is the data from Import Budgets that is now ready to be loaded into SRM.
The G/L accounts from the import file are listed with the description and quarterly totals for the selected division.
Windows are provide on each quarter and on the total to view the monthly allotted budget amounts.

Finished?

Click LOAD to complete the import and to update the Budgets table.
Confirmation is required to verify the year and to complete the import update for the year displayed, by clicking LOAD again.
When the data is loaded successfully the Imported Budget Information table is cleared.

Note: These amounts will replace any existing records for that year that may already be entered in Budgets.

ACTIONS:
Additional actions provided by buttons on the Imported Budget Information screen include:

• Import Budget Information from an ASCII File:
  Before entering a Division for the budget information, click on the IMPORT button to import a list of G/L Accounts with budgeted amounts from a spreadsheet as outlined in Import Budgets.

• View Last Imported Values:
  After entering the relevant Division, click on the DETAILS button to view the budget amounts from the last imported file, that has not updated the Budgets table yet.

• Complete the Import Process:
  After entering the relevant Division and clicking on the DETAILS button to display the budget amounts from the import file, click the LOAD button to pull those values into the Budgets table, where they can be further adjusted if required.

  Note: Any budget information that is imported will replace every existing record for that year that may previously be saved in Budgets.