Budgeting functionality

The following subsections describe the processing requirement for the additional Finance utilities functionality for budgeting.

Budget import

Finance utilities includes the ability to import a csv budget file with monthly columns.

Example file format

See Example file format for example file.

Setup budget import

Setup requirements are discussed in detail at Budget import setup.
Importing the budget file will be discussed in the following subsections.

Importing the budget file

The Budget register entries page is used to import the csv file into your D365 environment. Users can reach the Budget register entries page by navigating to Budgeting > Budget register entries.

• Select New to create a new record.
• Update the Default Date (if required).
• Select the Budget model and Budget code.
• Once the Budget entry header is complete, select ++Import Lines from the Budget account entries FastTab.
• Select Browse to search for the file to be imported.
• Specify the Number of Months that will be imported - defaults from Budget utilities parameters.
• Select Update Existing to update existing budget entries. When selected to update existing, the new value imported will be added to the value already in the budget lines. To overwrite values previously imported, delete the budget lines and re-import.
• Validate the imported data, then select Update budget balances.