In the Cost Budget Journal, journal lines can be imported from a file (action Import from File) or from an Excel file (action Import from Excel).
This can be used, for example, to transfer postings from other systems.
File structure
The field separator is assumed to be tab when importing from a file.
A header line (e.g. line with field names) is not allowed when importing from a file.
However, the Excel sheet can optionally contain a header row.
In this case you will get a hint when importing the Excel file and you can import the data starting from the 2nd row.
Tip
The Create Excel Workbook for Import action in the Journals can be used to create an Excel workbook that can be used as a template for importing journal lines.
Field order
Date
Document No.
Cost Type Code
Work Type Code
Quantity
Price
Amount
Description
Reason Code
Cost Dimension 1 Code
Cost Dimension 2 Code
Cost Dimension 3 Code
Cost Dimension 4 Code
Cost Dimension 5 Code
Cost Dimension 6 Code
Cost Dimension 7 Code
Cost Dimension 8 Code
Note
If Price and Quantity are specified in the file, the amount is determined automatically. In this case, the amount is read from the file only if the quantity times the price is 0.
Import Cost Budget Journal
