Sales Budget (Import/Export from/to Excel)

(0) Share

Report

Posted on by Community Member

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.

*This post is locked for comments

I have the same question (0)

All responses (8)

Answers (2)

Suggested answer

Suresh Kulla 50,243 Super User 2025 Season 2 on at

Like (1)

Report

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

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

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

Was this reply helpful? Yes No
Suggested answer

Tharanga Chandrasekara 23,118 on at

Like (1)

Report

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.

Was this reply helpful? Yes No
Suggested answer

Tharanga Chandrasekara 23,118 on at

Like (1)

Report

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

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (1)

Report

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.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (0)

Report

Hi Vishal,

Thanks, very helpful!

Was this reply helpful? Yes No