How to upload 2019 Budget into E10

Epicor ERP 10
1

Hey Everyone,

I want to upload our 2019 budget into E10. I found the Import Budget function under:
Financial Management > GL > Setup > Account Budget [actions - import budget]. Is there a specific format the file needs to be, because I am getting a error message “Nothing to import”.

2

Best thing to do is export an existing budget. If you don’t have one to export then, try the Demo system. That should give you the basis for the file to create.

2 Likes
3

Hi Hally,

Thanks, I tried that. I put the new budget in the exported 2018 format. But Epicor is not picking up the numbers. I asked the person whom input the 2018 budget, but she did it manually. I really want to avoid manual entry when there is an option to import.

4

I was speaking to our Financial Accountant this morning to upload the budget, he mentioned there was a field that he noticed that he did not expect to see on the import. Once I get a copy of the file from him I’ll post it up. Hopefully this will help and save it here for posterity.

5

@jkayton can you confirm what specific version of E10 you are on?

6

Suggestion,

Put in one account.

Export it.

Use the export as your template for your import.

You don’t need to put in descriptions, but you do need to have the columns – it is a two column merged column. It is particular about that!

1 Like
7

@jkayton
Here’s the sample budget file from 10.1.600, which I have tested and it imports.
E10.1.600.BudgetUploadSample.xlsx (9.0 KB)

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8

Thank you. I was getting an alert saying it was only picking up 11 periods instead of 12. But I see that you have an extra column ‘C’ on your sheet. Once I added that extra column to my sheet it uploaded without error.

9

Hi All,

Does anyone know if you need to change the name of the file if you import a 2nd time?

I successfully imported one dept.,as a test, and then went back and added all the other departments to that file. After uploading again, I am still only seeing the original dept. i first loaded

Any ideas?

Was thinking maybe i have to change the name of the upload file?

Thanks - Rob W

10

I use the same template over and over again to add new budget lines and the import budget process works fine.

I’d check to see if you put in the correct parameters the 2nd time you tried. The form will go back to the default budget.

11

Thanks for the note – I will triple check all the parameters today!

12

Does anyone know what Balance Type “D” & Balance Type “S” stand for? We noticed our budgeted numbers doubled when using XL connect buy are fine in Financial Reports.

We show one set of numbers as Balance Type D, and one Balance Type S

13

it is D for detailed balances and S for Summary balance…
I got this from Epicor:
When creating a data set to reflect GL Budget Balances with MTDBudgetAmt as the information returned, the amount reflected is double the amount then what it should be.
example: amount should reflect 1,300 and the amount reflected is 2,600.

Error

N/A

Resolution

When doing a BAQ to GLBudgetdtl using the same parameters two lines come up for the same fiscal year, company, book, and segments/or accounts for the same amount, one for D balance type and another one for S.
The solution is to add addition filter to specify the BalanceType to avoid the balance doubling.

2 Likes
14

Hi Simon, I have been using the import but when I have another sheet that feeds the main sheet Epicor sometimes says there is no book and other times posts different numbers to the budgets. Have you had any experience uploading budgets where you use other sheets to feed the main sheet? Thanks for any help
Nick