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 show Line Items from General Ledger (EB31.1).
  3. Verify that the Accounting Units dimension that is displayed is correct.
    Note: The Accounts dimension is used as default for the General Ledger source and it is unchangeable. Line item data is 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.