Importing budget

You can import budget from an external source to Infor Fashion PLM to create line plan records. When a budget is imported to PLM, corresponding line plans are created containing the values taken from the external source. If the imported budget contains non-unique values for mandatory fields or for fields that require unique values, a warning message is displayed on the Messages module.

Before importing budget, ensure that you meet these prerequisites:
  • Specify all necessary information:
    • Structure
    • Collection Plan
    • Description
    • Brand
    • Season
    • Collection
    • Status
    • Category
    • Sub Category
    • Sub Sub Category
    • Gender
    • Theme
    • Deliveries
    • User Defined Fields
    • Country
    • Region
    • Channel
    • Market Fields
    • # of Styles
    • # of New Developed Styles
    • Planned Quantity
    • Purchase Value
    • Cost Value
    • Cost Currency
    • Wholesale Value
    • Wholesale Currency
    • Retail Value
    • Retail Currency
  • Save the file in Microsoft Excel (*.csv) format.
  1. On your computer, browse for the location of the budget file that you want to import to Infor Fashion PLM.
  2. Drag and drop the budget file from your local folder to the Collection Plan panel.
  3. To verify if the budget is successfully imported, go to Actions > Messages.
  4. On the Messages panel, select Infor Fashion PLM as Licensed Module and click Refresh.