Interfacing budgets

If you track budget information in a non-Lawson application, you can import that data into Project Accounting. Use this procedure to interface budgets from another application. For additional help, Lawson provides Project Accounting conversion file layouts and a conversion manual. They are available on the Documentation page on Infor Support Portal.

Follow these steps to interface a budget from a non-Lawson application:

  1. Prepare a comma-separated value (CSV) file containing the budgets you want to interface. The file fields must match the order and data type of the fields in the Activity Budget Relation ACBUDREL (UNIX/Windows) file or DBACACB (IBMi) file. This file layout is available on the Documentation page on Infor Support Portal.
  2. Transfer the CSV file to the server where your environment resides.
  3. Use the Import command to load the budget data from the CSV file into the Activity Budget Relation file. For instructions on using the Import command, see Lawson Administration: Server Setup and Maintenance.
    Note: To save time, import records with the Active flag set to Yes. If the flag is set to No, you will have to manually edit each header to make it active.
  4. To review or check for errors, run Budget Interface (AC127) in non-update mode.
  5. To review or edit records in the budget interface file, use Budget Interface Adjustment (AC27.1).
  6. Update the imported records using Budget Interface (AC127).

Related reports and inquiries

To Use
List interfaced budget records Budget Interface Listing (AC227)
Related topics