Consolidating a budget

You can transfer up to 10 budgets from the Lawson environment to a non-Lawson environment, such as a spreadsheet. Use this procedure to consolidate multiple budgets into a CSV file.

  1. Access Remote Budget Consolidation (FB141).
  2. To consolidate budget data, use these guidelines to specify the field values:
    Company

    Select the company number where you will consolidate the budgets.

    Budgets

    Select the budget number that you will consolidate.

    Note: You can select up to 10 different budget numbers.
    Periods

    Specify the beginning and ending period range where you will consolidate the budgets.

    Note: If you leave the beginning field blank, then the budgets are consolidated for all periods within your company. If you leave the ending field blank, then the default value will use the beginning period.
    Fiscal Year

    (Optional) Specify the fiscal year that you will consolidate the budgets.

    Note: If you leave this field blank, then the default value will use the current year.
    Consolidate at Level

    (Optional) Select the variable level that you will consolidate the budget records at. The default value is 0. If you select:

    • 0 (Blank): Budgets are consolidated at the company level and require an accounting unit to store budgets in.

    • 1-5 Levels: Budgets are consolidated at a specific variable level. Selecting any of these options consolidates budgets for all posting accounting units within the selected level.

    Accounting Unit

    (Optional) To consolidate at the company level, select the accounting unit where you will include the budgets.