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ReportI have copied our prior year budget information in NAV to update with our current year budget information. This process has worked fine from what I can tell. I have been testing the NAV 2013 budget export & import options. I seem to be able to export fine to Excel. All 12 months are coming over - that is, July to June (our fiscal period). I have been able to update the values with no problem in Excel. I have not changed any formatting, just keyed my new budget values into the spreadsheet. However, when I import back into NAV from Excel with my updated budget values, and use the replace entries option, I expected to see the values I entered on the Excel spreadsheet transferred into NAV. Rather, it appears that when NAV is importing the Excel data, it is taking the value existing in the GL budget for a particular GL account and adding the new value I have keyed in the spreadsheet. Example - if budget showed $200 for July in advertising in previous year and this year budget is $225 for the month of July in advertising, I thought NAV would replace the $200 previously shown with the new value of $225. Rather, NAV is now showing $425 for the month of July. In addition, the month of June (ending month of our fiscal period) is not being updated at all. The value I entered in the Excel file for some reason is not brought over during the import process. Obviously "replace entries" is not doing what it should be or else I am missing something. If anyone else has had this experience, I would really appreciate your advice on what I might be doing wrong.
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