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.

See KB2218730 in Infor Customer Portal and the Infor Lawson Enterprise Applications User and Administration Library - (On-premises) and select User > Enterprise Financial Management > Enterprise Financial Management Conversion Guide.

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

  1. Prepare a comma-separated value (CSV) file containing the budgets 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.
  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.
    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 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

Function Form
List interfaced budget records. Budget Interface Listing (AC227)
Related topics