Request Import Tool

This tool allows you to import budget request data for non-compensation object-code-related accounting lines in one or more BC documents from a local data file. The tool operates under the security rules of the BC security model. Following are basic rules associated with the request import tool:

•      The import file must be a .csv or tab-delimited file.

•      The import file must contain either annual request or monthly request amounts.

•      The import tool inserts new, or overwrites existing, matching lines. Any monthly budgets for existing lines are deleted when importing annual budget amounts.

•      Each line must be unique.

•      A budget construction document must exist for the account or sub-account.

•      The account or sub-account may not be expired.

•      The account or sub-account and object code or sub-object codes must exist and be active in the chart for the budget fiscal year.

The default system provides two import templates you may want to use or modify—BC_Annual_Request_Imports.xls and BC_Monthly_Request_Imports.xls.

The following images are import file format samples.

•      Annual budget, no text field delimiter:

UA,1912201,,5000,,2000
UA,1912201,,5001,,1212
UA,1912201,,5002,,30
UA,1912201,,5002,FOO,200
UA,1912201,,5003,,333
UA,1912201,,5004,,444
UA,1912201,,5005,,555

•      Monthly budget, no text field delimiter:

UA,1912201,,5000,,2012,2013,2012,2013,2012,2013,2012,2013,2012,2013,2012,2013

UA,1912201,,5001,,50,50,50,50,50,50,50,50,50,50,50,50

UA,1912201,,5002,,30,30,30,30,30,30,30,30,30,30,30,30

UA,1912201,,5002,FOO,205,200,205,200,205,205,200,205,200,205,200,205

•      Annual budget with text field delimiter:

“UA” , ”1912201” , ”TTTTT” , ”5006” , ”” , 666

“UA” , ”1912201” , ”” , ”5007” , ”” ,777

“UA” , ”1912201” , ”NUTS” , ”5000” , ”” , 500

“UA” , ”1912202” , ”” , ”5000” , ”” , 500

“UA” , ”1912202” , ”” , “5001” , ”” , 400

“UA” , ”1912202” , ”” , 5002” , ”” , 303

“UA” , ”1912202” , ”” , 5003” , ”” , 222

More:

Adding Annual Budget