Budget Import Exception reporting
The best way of creating budgets in Microsoft Dynamics GP is to use the Budget Wizard for Excel. However, it had a large limitation in that, when a budget was imported, there was no way of knowing if there are any issues.
For example, if an account that did not exist was on the spreadsheet, the account just did not load, so the user would have problems reconciling the data in Dynamics GP with that of the source file; or, if an account was included multiple times, only the last instance of the account would be loaded.
As of Dynamics GP 2016, there is now a Budget Import Exception Report that will highlight import errors.
Getting ready
This recipe assumes that you have a budget file ready for import that has both duplicate accounts and accounts that do not exist in Dynamics GP.
How to do it...
To import a budget and see the import exception report, follow these steps:
- Open the Budget Selection window in Dynamics GP from the Cards menu on the Financial area page...
