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Hi – I have created an import scenario in MYOBA (Australian Acumatica) so that I can import budget amounts for multiple branches but one account at once. It seems to work ok apart from the fact that after the first entry gets processed the ledger automatically switches’ back to the default ledger. See the below screenshot which shows the successful prepare with the correct “STATB” ledger for all line items. I click import and it then imports successfully with the ledger staying equal to “STATB”.
However, when I go to release the budgets. See how only one branch gets coded to “STATB” the rest get coded to “BUDGET”.
Here is a copy of my import scenario code:
Does anyone know why this is happening?
Thankyou!
is it not easier to upload in the budgets screen than trying to import it? I have never tried doing an import scenario on this screen and only the Upload button.
Importing via the budgets screen you cannot upload data for multiple branches at once! This is incredibly frustrating.
Hence why I am trying to build an import scenario.
@tim-mort, Try placing your fields in the same order as they appear on screen (Move description up - why is it between period 5 and 6?). Sometimes importing is finicky about field order, especially in lesser-used screens. I looked at one of my budget imports that worked in the past (old - 2017) and I had Commit = FALSE on Description, Amount, and Save. It worked at the time. Good luck.
Hi Tim,
I have the same issue. When observing the behavior of the budgets screen, as soon as you change the branch it automatically changes the ledger to BUDGET.
My only workaround was to detach the BUDGET ledger that it wanted to default to so that the screen had nowhere else to go / there is only the one budget ledger on that company and it appears to have worked.
Attached scenario. Went a bit overboard on the save action as l was trying to force the budget ledger in a few places. Too scared to remove them once it worked.
I added it back after that and looks ok.