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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Sales Budget (Import/E...
Microsoft Dynamics NAV (Archived)

Sales Budget (Import/Export from/to Excel)

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Posted on by Community Member Microsoft Employee

Hello supporters,

I'm trying to export or import to/from excel for sales budget. My questions are,

1. Sales Budget can be mapping with G/L?

2. How can I import from Excel to NAV 2013 R2 based on Line of Business? Any template can be found from somewhere in here? For now, I exported excel from NAV and used that form when importing but don't know how can I upload at once for all line of businesses.

Thanks in advance.

RR

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  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales Budget (Import/Export from/to Excel)

    Hi Vishal,

    Thanks, very helpful!

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales Budget (Import/Export from/to Excel)

    Yes, You can do it in once.

    Choose Show as Lines  > Item

    Choose Show as Columns > Line of Business Dimension

    Choose Show Value As > Sales Amount or Quantity (As needed)

    Choose View By: Month

    Choose Filters > Date Filter: 01-04-18..30-04-18 (Required Month)

    Export the data to Excel, Fill the data (Line of Business would be in Excel Columns) and further Import in NAV.

    Hope this helps.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales Budget (Import/Export from/to Excel)

    Thanks everyone, I'll try what you guys suggested. Sorry one more thing, can I upload all at once? Or I need to upload one by one? I need to upload by product by month for 5 different dimensions.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales Budget (Import/Export from/to Excel)

    You need to select Line of Business in "Show as Columns" field and then export the budget, so that you can fill the data and import it again in the system.

    Hope this helps.

  • Suggested answer
    TharangaC Profile Picture
    TharangaC 23,116 on at
    RE: Sales Budget (Import/Export from/to Excel)

    Refer below link for more info : msdn.microsoft.com/.../hh928285(v=nav.90).aspx

  • Suggested answer
    TharangaC Profile Picture
    TharangaC 23,116 on at
    RE: Sales Budget (Import/Export from/to Excel)

    Yes you can upload dimension wise budget in Dynamics NAV. To get the example, create a sample budged in the Dynamics NAV and export it to excel. Then do the necessary changes and upload it back.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales Budget (Import/Export from/to Excel)

    Thanks for your reply. I meant "Dimension". Is it possible to upload budget by "Dimension"? in NAV 2013 R2 version?

  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 43,745 on at
    RE: Sales Budget (Import/Export from/to Excel)

    When you say line of business you mean different companies in the Navision ?

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