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Budget Not Updating in Account Schedule KPI

Posted on by 195

I have linked our G/L Budget with our Account Schedule KPI Web services - seemed to work great at first - budget info is contained right within these KPI Web Services queries.  However, after making a  recent change to the budget, I've noticed that change isn't reflected in the Web Services queries - the numbers aren't updating, even after hitting 'Refresh Data' on the screen shot below - any ideas why the budget numbers wouldn't be updating?  I even tried unlinking the budget, refreshing the data, then linking it back and refreshing again...

pastedimage1612802235865v1.png

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  • Andy Sather Profile Picture
    Andy Sather on at
    RE: Budget Not Updating in Account Schedule KPI

    Thank you for posting the resolution.

  • Verified answer
    Agazziz Profile Picture
    Agazziz 195 on at
    RE: Budget Not Updating in Account Schedule KPI

    Finally figured this out - I just needed to update the Account Schedule Analysis View BEFORE refreshing the KPI.

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