Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics SL (Archived)

Having trouble importing budgets through the Transaction Import Utility in new upgrade

(0) ShareShare
ReportReport
Posted on by 20

I am having difficulty importing budgets. My transaction import says I successfully imported a CSV without error and yet only my annual budgeted amount is correct.  Also, my period 1 budget lines are populated but with the wrong information and it doesn't match what the transaction import log reads.  So now I'm puzzled.  We recently upgraded to version 7.0 and this process has almost moved smoothly through previous versions.  I have taken out all zero line items.  Is it a version thing?  Could it be that I need to purge older data?  Could it be a manual distribution issue in this version that is different than previous versions?  Any held would be appreciated.

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Having trouble importing budgets through the Transaction Import Utility in new upgrade

    Try matching up your CSV (DTA) columns with the control file make sure they are in the correct sequence.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,494 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,305 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans