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How does the budget spreadsheet work?

April 26, 2017budget spreadsheet

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How does the budget spreadsheet work?

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The process is to go to Financial Management > Accounting > Transactions > Create Budget Reports in Excel. Choose the filters that will be applied to the budget (business partner, products, periods, etc). Run the Generate Excel process. A .xls file will be generated. With a spreadsheet application, open the file, and fill in the amounts budgeted for each row. Create in Master Data Management > Import Data > Import Loader Format > Import Format a new format according to the spreadsheet columns (will be different depending on the filters choosed when generating it). Run the import file loader with the spreadsheet (saved in a .csv format, using “,” and not “;” as excel does). Run the “Import Budget” process in the Master Data Management > Import Data > Import Budget > Import Budget window. You can have a look to the imported data in Financial Management > Accounting > Transactions > Budget.