Import from PC Document

This procedure is used to transfer budget information from a PC document into M3. The document is imported from a folder on the M3 application server. The document contains budget transactions, and the budget they are imported to is updated after using this procedure.

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 basic data must be defined in ‘Budget. Open’ (BUS100).
  • A transfer template must be created for the budget. Refer to Create Transfer Template.
  • The document must be transferred from your hard drive or elsewhere to the folder on the M3 application server that is specified in the transfer template. This is done using M3 File Transfer. Note that this prerequisite is Java specific.

Follow these steps

  1. Start ‘Budget. Open’ (BUS100/B).

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

  3. In (BUS150/B), specify option 12=‘Import PC file’ for the appropriate transfer template.

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

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