Export to PC Document

This procedure is used to create a PC document from the transaction information contained in a budget; that is, to copy budget transactions in a budget into a PC document.

When this procedure is done, the document is stored in a folder on the M3 application server. The document can then be transferred from there to a folder on your hard drive with the help of M3 File Transfer. Note that M3 File Transfer is a Java-specific application.

You can, for example, use the import/export function when you want to work with transactions in a non-M3 environment. You then export the transactions to a PC document, change/add/copy values, and then import it again.

Before you start

  • A budget with budget transactions must be entered in ‘Budget. Open’ (BUS100).
  • Transfer template(s) must be created for the budget. Refer to Create Transfer Template.

Follow these steps

  1. Start ‘Budget. Open’ (BUS100/B).

  2. Select option 17=‘Trf to/from PC’ for the budget to start ‘Budget. Import/Export PC File’ (BUS150/B).

  3. In (BUS150/B), select option 11=‘Export PC file’ for the appropriate transfer template.

  4. On the E panel, confirm the export by pressing Enter.

Related topics