Creating a Budget

missdeeh

hello experts!

I need to create a budget based on last years G/L.

How can I do that? would anyone know the steps and settings?

I never see any data on the sheet...



thank you very much
missdeeh

Ian_Piddington10199

You should be able to use the Copy Budget funtion in the G/L Budgets.

You would need to set your source to be G/L Entry.

You can leave the Budget Name and G/L Account Number fields empty in the copy from area.
Specify the date range you want to include in the copy.

In the copy to area set the budget name you want to copy the entries to and any date formula,eg +1y to move it on one year.

Ian

missdeeh

Thank you very much!


I managed to get that.


But when I change data in excel, it tells me that I can not import the same entry number twice... how can I control the entry numbers when I add data in excel before importing it to navision? Is that possible?

missdeeh

Is that correct that I can only insert new rows above the last row exported from navision?

otherwise it ignores new data...

Ian_Piddington10199

For doing Budgets in Excel I have always worked on the principle, run the export routine first and then fill in the budget in excel. Then re-import.

If you do it that way the rows are teh G/L accounts so there should be no need to add extra rows. You can add extra columns for extra dates and they will be imported.

Regards

Ian