uploading fiscal year budget obtained from other budget software

We are in the process of uploading our budget from EPSi and I would like to know how other clients upload budgets from other budgeting software systems. We have 3 files that are currently in CSV format. Any suggestions or instructions would be GREATLY appreciated. Thank you

0911060553270289.pdf

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Infor Lawson Financials Group - Discussion

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unknown

Add-ins to FB20 or importdb to fbudgetrel (unix) and run FB165. Add-ins is the easiest and the end users can take care of that without IT intervention.

unknown

We also use Addins to upload to FB20. It's a pretty easy interface.

cpashley

We are on Windows. Would you have any documentation or examples of how you have your spreadsheet set up for addins? In the past we have had to use IT and then they use an Access type program to compile and then we are using LID. I really want to get away from that whole process if possible.

unknown

If you're familiar with the Add-ins, it's a very basic upload. You have to create the budget header record in FB20.2 (New Budget button from FB20). Your spreadsheet then needs:

Company

Year

Budget number

Acctg Unit

Acct

Sub-Acct

Budget amt for periods 1 through 12.

Then use "add only" on the add-ins.

Alternatively, if you use spread codes, you'll need these fields, instead of periods 1 through 12

Action = S/spread

Spread code

If you're not familiar with the add-ins, find someone in your organization who is and show them how you manually add a budget record in FB20 and they should be able to walk you through setting up the add-ins.

cpashley

Hi Mary - Have you ever used Lawson's recommendation of FB65 and FB165 for uploading budget data? I am asking this questions because our consultant believes that this is how Lawson recommends to upload and to use FB20. Do you see any issues?

unknown

Hi Mary, I came across this post as I'm researching loading budgets in Lawson. We use FB20 upload template, but my peers only know how to load using a spread code. I've tried tinkering with the upload to create periods so we can load by specific period, but am not having luck with it populating into the system. I am including all of the requirements you mention above, as I put in the fields for the periods, which selections from the addin should I be using? "f26:1,PERIOD-NBR2" OR F30:1,FBD-AMOUNT1" or something else?

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