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.
Start ‘Budget. Open’ (BUS100/B).
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).
In (BUS150/B), specify an identity for the template and select option New.
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.
Return to step 3 to create more templates for the budget. Otherwise, press F3.