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Problem with Budget Wizard for Excel

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Posted on by Community Member Microsoft Employee

We have never utilized the budget functionality within GP and I am taking a look at it as a tool to use. However, I am running into a problem with the excel wizard. I am selecting P&L accounts to generate the spreadsheet and I am not seeing all the accounts I need to see and the account segments are truncated.The attachment shows that the wizard is only returning three accounts and the account segments are cropped off. I did modify the account framework about two years ago and I am thinking that the wizard is pulling data back using the old framework structure and truncating the account numbers. My question is where does the budget wizard pull the account data so I can update the framework in that table? Thanks for any help I can get.

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Jen Kuntz 3,220 on at

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RE: Problem with Budget Wizard for Excel

You mention you think it's pulling the "old account structure". Did you make some changes to your account formats recently? And did you modify the structure directly in SQL or use a tool to do that? It may be the whatever the process done so far needs some additional steps to update all the related tables. I don't know the budget tables are off-hand though.