Budgets

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Budget period amounts are missing for one of our budgets. The budget total amount still displays though. All of the Management reporter reports with this budget ID show no budget. However, when I open the budget in Financial,Cards, Financial,Budgets and open using Excel I see all the period amounts for each account. This particular budget was imported from Excel and today was the first time any Budget Transactions were posted to this budget ID. Since one can never know what is pertinent, yesterday the reports were okay and today I created and used test MR building blocks, row, column and tree to test combined links. At no point was I involving budgets.

I am reluctant to try refresh of financial data in MR. Or any other approach I have read up on until I know what has caused this problem.

Any help is appreciated.

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Community Member on at

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RE: Budgets

Thanks for the response Leslie. It all became a mute point when the budget was deleted by mistake and had to be imported again using Excel. This was probably a better solution than the processes which would have been required to fix the missing period amounts.
L Vail 65,271 on at

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RE: Budgets

Hi,

This may have absolutely nothing to do with your problem, but I would do three things.

1) make sure the Maintain History for Budget Transactions box is checked in the General Ledger setup window and

2) run Reconcile on the Financial module

3) run Check Links.

Of course, you would want to back it up before running any procedure that could change your data.

Kind regards,

Leslie