Create Transfer Template

This procedure is used to define standard settings for transferring documents from M3 to a PC and vice versa.

The documents include budget transactions. The settings controls which budget transactions are to be included in the transfer by a range of accounting dimensions and the name of the PC document. You create templates per budget number and version.

Before you start

Follow these steps

  1. Start ‘Budget. Open’ (BUS100/B).

  2. Select option 17=‘Trf to/from PC’ for the budget for which you want to create a template to start ‘Budget. Import/Export PC File’ (BUS150/B).

  3. In (BUS150/B), specify an identity for the template and select option New.

  4. On the E panel, specify a name of the template, a range of accounting strings defining which budget transactions are to be copied when using this template, and the name of the PC document. Press Enter.

  5. Return to step 3 to create more templates for the budget. Otherwise, press F3.

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