Use this dialog box to import budget values from a file created in an external program, e.g., Microsoft Excel. An interval of accounts with either year values or period values can be imported. The imported values can be added to existing budget values, or the values can replace existing budget values. There must exist a budget version in the Budget Versions window before the import can take place. If the budget version is created in Excel, then the file must be saved as ‘Text (Tab Delimited)’.
A standard installation of IFS/Financials contains
pre-packaged External File templates that are related to importing Budget Year and
Budget Period values. These templates expect a file that is tab delimited and
where each value has a quote qualifier, such as "1000".
It is possible to create user-defined templates in the External Files toolkit
for budget importing. If more than one template is available, then it is possible
to specify the default template for a company in the
Default External File Templates
window.
Activity descriptions are available through activity objects in the Activity Diagrams.