Exporting budget data of a scenario

Use this procedure to export budget data for a scenario and import the data to the same scenario or another scenario. You can copy, maintain, and upload budgets without a budget change request or the creation of budget data manually or with Infor Spreadsheet Designer. You can also use this procedure to track the original budget in one scenario and revise and forecast the budget in other scenarios.

Before you begin, verify that the source scenario status is Ready and that both the source and the target scenarios are not in incremental load.

Note: During this process, you cannot export budget data for another scenario, perform an incremental load, release and approve change requests, or reset scenarios.

Select Budgeting > Budget Scenarios.
Select a source scenario.
Select Actions > Export for Import.
Specify this information:

Target Scenario

Specify a target scenario. The target scenario and the source scenario can be the same.

Do Not Delete Existing Budget Import

Select this check box to retain the existing budget import records on the Imports tab. If this check box is cleared, the existing import records on the target scenario are deleted.

Run Group

Specify a run group to use for the exported budget import lines. This action will automatically fill the run group for each budget import line. Export for Import.

Export Budget Original Only

Select this check box to export only the original budget from the source scenario. If this check box is cleared, then budget change requests are exported. Lines for budget change requests with the same budget group and period as other budget data lines are totaled by the export process. Only one data line can exist for each budget group and period.

Export Zero Budget

Select this check box to export records for zero budget data. If this check box is cleared, then zero budget data records are not exported.

Budget Date Range

Select the period from which to export the budget data. If this field is blank, then budget data is exported from the starting period.

Thru

Select the period through which to export the budget data. If this field is blank, then budget data is exported through the last budget period.

Dimensions

Specify the dimensions by which to filter the budget data. If a dimension is blank, then all budget data for that dimension is exported.
Click OK.
The exported budget data lines are displayed on the Imports tab of the target scenario, including when the source and target scenarios are the same.
If the budget period of the source scenario is different from the target scenario, then the source period is mapped based on the target calendar. For example, a source scenario is set up so that the budget data for July 2022 is tracked in the period of 1_2022M07. The target scenario is set up so that the budget data for July 2022 is tracked in the 2_2022M01 period. If the export is run for the 1_2022M07 period, then the exported data is displayed on the target scenario for the 2_2022M01 period.