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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Management Reporter No...
Microsoft Dynamics GP (Archived)

Management Reporter Not Pulling in a Full Year's Budget

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Posted on by Community Member

Hello:

We are on Management Reporter 2012 CU13 with the Legacy Provider.

Yesterday, I uploaded budgets through Excel-Based Budgeting into eight GP companies.  Six of these companies are international entities.

When we pull in the budget into Management Reporter, through the column definition, incorrect amounts are showing.

I have already taken all of the steps called for the in Currency Translation section of the Multicurrency Setup window.

In the column definition and for the budget column, I have the column set to YTD.  And, I have chosen "12" as the period to run the report for. 

We want to be able to see the full budget amounts across all of the companies for the whole year, in one column.

Each of the companies' budgets have the same ID--BUDGET2016--which is referenced in the column definition.  And, I'm using a tree, so that the units pull in that budget from each company.

Why could be the reasons as to why the full budget amounts are not pulling in?

Thanks!

John

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  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi All:

    I discovered the problem.

    The Excel-based  budget template that was given to me did not sum up each line item of the same account.

    GP's Excel-Based Budgeting simply imports the first line item of the same account.  So, if an account has say five line items in Excel, GP does not sum up all five line items.  GP simply imports the first line item for the account.

    Thanks, for chiming in, just the same!  I apologize, for any confusion and trouble.

    John

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