Epicor has an Excel template that can be downloaded so that you can upload budgets in Excel. However, as soon as you add additional sheets so that calculations can be used to populate sheet one, it all goes wrong. Either a message appears stating that there is no book, or simply the wrong numbers get uploaded. This seems like a bug, and it would be so simple for Epicor to just look at sheet one, as they are so close to having a useful tool here. Has anyone else seen this or have an answer, I have tried hiding the other sheets but with the same results.
I never have heard of this template before, where is it downloaded from. In the past I just created a DMT template to give to finance have them fill it out then upload the budget data
We just did this exact thing a few weeks ago to upload our budget. Took the required fields from the DMT tool created the template and had finance populate the values.
Hi Theodore
You actually get it from Epicor by exporting budgets even if you have no values. It took me a while to figure it out.
I will see if I can upload it here. In the meantime, I have now managed to do a video on the process which would be good to get your feedback. It’s such a shame you can’t have multiple sheets linked directly in the upload template.
Here is a video on where I got to Budget Upload
Simon Hall has a link to it. Hope this works
Going back to your original question now that I understand more, I am guessing that the Import Budgets process built into Epicor is not smart enough to handle more than the 1 sheet in the file provided.
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I tend to agree after spending a few days trying to get it to work. It’s a shame as it can’t be hard just to say look at the first sheet.
Thanks for your reply.
Nick
I think this may be part of the reason, this is very similar to how Epicor is getting the first sheet in the workbook (Epicor is using FirstOrDefault)
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Hello @nickgom1,
Apologies for not replying sooner. The OOB epicor spreadsheet will only work with one tab. That’s a limitation of the designed process built into Epicor itself. Just as @tkoch mentioned.
DMT may be more forgiving. But typically 1 sheet per workbook to upload is the rule. It is the same for the price list import and the GL journal import if I am not mistaken.
More than likely an Epicor Function could be built or even an updatable dashboard, or even dare I say a spreadsheet using Odata and Rest perhaps…
If I recall, and I am happy to be told other wise is why Smart Forecast exists. Never used it myself.
Thank you, Simon. I’ve managed to figure out a workaround using two spreadsheets, but it’s unfortunate that Epicor doesn’t support additional sheets for all the budget calculations within the same spreadsheet. We’re currently developing our own budgeting solution, which will make budgeting much easier at any level and across most of the tables in Epicor.
Thanks for this most helpful. Nick