Selecting General Ledger line items

Complete this procedure to select line item data for Budget Line Item Import (EB30.2) when the source is General Ledger:

  1. Select the budget and report name on EB30.2.
  2. Click Selection to display Line Items from General Ledger (EB31.1).
  3. Verify that the Accounting Units dimension shown is correct.
    Note: The Accounts dimension is used as default for the General Ledger source and it is unchangeable. Line item data will be selected from these dimensions. You can select a different Accounting Unit dimension from the budget metadata.
  4. On the Accounts tab select all accounts, accounts for a Summary account, or a single account.
  5. On the Accounting Units tab, select all accounting units, a list of accounting units, or a single accounting unit.
  6. Click Change on the tool bar to update your line item selection.