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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Dynamics GP Budget Iss...
Microsoft Dynamics GP (Archived)

Dynamics GP Budget Issue: Budget Import from excel not recognizing existing accounts in GP

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Posted on by Terry Khu 60

Operating in GP 2010 with SP 2.

 

Importing excel budgets into GP using the Budget Wizard two issues arise that I can't figure out :

After running the export to compare to the import file I've noticed the following:

 

1) For some reason some select accounts, that I have verified exist and are active in GP, do not seem to upload from the excel import [ I'm using the template from prior year although accounts have changed according so I hope this crosses off the template being an issue ]

 

2) The accounts that do upload properly appear to be a mix match of inactive accounts and active accounts, thus making it hard for me to understand what the issue might be.

 

Any thoughts?

 

Thank you for your help in advance!

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I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    Hi Terry,

    Try exporting a blank budget - and copy in the values from your existing budget spreadsheet...and then reimporting. Do you still get the same errors?

    Ian.

  • Terry Khu Profile Picture
    Terry Khu 60 on at

    Ian,

    Thanks for the help! Getting closer but for some reason my Revenue accounts do not want to upload and I have verified them active? I also have the occasional expense account that does not want to upload as well.

    Any thoughts?

  • Community Member Profile Picture
    Community Member on at

    Hi Terry,

    Nothing springs to mind. I would start with a check links against the Financial master tables - to rule out anything there. I would take one of the accounts that gets rejected and try and manually add it to the budget in GP. Then I would check the format of the relevant field in the XL sheet against the same field for a line that imports fine. I might then save the XL budget as a CSV file and open it - check one of the troublesome accounts and see if it looks different to one of the good ones.

    After that, I don't know. One of those issues where you would need to be looking at the system!!

    Post after you try the above.

    Ian.

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