Budgets
You can use this template to import fields from an analytical budget defined outside Sage X3.
Fields related to an operating budget are not available in the BUD import template and the related script import does not manage the import.
Prerequisites
Other prerequisites
Tables to be completed
The following tables are used by the function. Their content must be updated if necessary :
| Table |
Table description |
|---|---|
|
BUDPAR [BUP] |
Mandatory fields in the template
Budget code, site, or company (depending on whether the budget setup has been defined at the site or company level), fiscal year are mandatory areas for a smooth import process of budgets.
Budgets must apply to an analytical account that can be budgeted (or to the account group of an analytical accounts pyramid) with at least one dimension (or one dimension pyramid) and up to nine dimensions (or nine dimension pyramids).
According to the import template, the following areas must specified:
- ACC and CCE1,
- ACC and CCE1 + CCE2 to CCE9.
Dimensions and dimension types are imported in the order set up in the analytical ledger of the company and not according to the budget setup.
Error messages
In addition to the generic error messages, the following messages can appear during the entry :
"Budget defined over 1 (or 2) dimension type"
The budget is defined for one or two dimension types and includes a section "second (or third) dimension type" in the import file, although it should be void.