Skip to main content

Notifications

Announcements

No record found.

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

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,735 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,466 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans