Exporting and converting CSV files

Create comma-separated value (csv) files to hold your budget data while planning your budget. Import these files into a spreadsheet application and perform your planning calculations. When your budget planning is complete, the csv file with the updated budget data is moved into the current budget files.

Use the rngdbdump and importdb utilities for copying and transferring data. For more information, see Human Resources Conversion Guide.

To export and convert budget data

  1. Access Budget, Resource Listing (PA272).
  2. On the Selection tab, use the following guidelines to enter field values:
    Use Current Resources

    Select whether you want current resources to list. If you leave this field blank, Yes defaults, and current resources list. If you select no, employees and requisition list based on the "as of" date.

    Count Category

    Select the count category.

    Variance

    Select whether you want to list assigned resources that are under or over the budget. If you leave this field blank, all budgeted and assigned resources list.

  3. On the Report tab, use the following guidelines to enter field values:
    Include Actions

    Select whether you want to include any pending personnel actions in the report.

    Effective Thru

    Type the effective date through which the application should include pending actions. This is a required field if you selected Yes in the Include Actions field.

    Actions

    Select the name of the action you want included in the report. If you do not enter any actions, then all pending actions included in the 'Effect Thru' date are included.

    Create CSV

    Select that you want a comma-separated value file.

  4. Select the Add form function.
    Note: The CSV file attributes are defined in Jobdef prior to submitting this job.
  5. Submit the job.
  6. Import the resulting CSV file into a budget planning tool and prepare the budget.
    Note: For more information on conversions, see the conversion documentation on the Documentation page on Infor Support Portal.
  7. Access Budget Conversion (PA570) to convert the new budget data.

    The data will import into Position Budget (PA70.1) Job Budget (PA71.1), Preliminary Position Budget (PA72.1), or Preliminary Job Budget (PA73.1) depending on the effective date you use in the CSV file and the approved through date you define in Position Rules (PA06.1).

  8. Select the Add form function.
  9. Submit the job.