Couldn't validate budget import updates

In our budget process, we do an initial import as part of the analysis process.  After generating reports and reviewing budgets, we copy the initial budget scenario into a different version and import a file of additions and changes.  When we try to validate this import to "update existing records", it doesn't recognize the Scenario ID.  This should be fixed, as a partial import could be dangerous. If it is determined that import errors affect items that were successfully imported, it would be difficult to find and reverse them.

  • Diana
  • Mar 21 2017
  • Needs review
  • Attach files
  • Marc Seleman commented
    13 Apr, 2017 12:42pm

    When you update a record you are not updating a Scenario ID because that Scenario ID can be used in multiple fiscal years.  When a budget is created (and the system treats a budget as a record), it is assigned an import ID number.  You use that import ID number as part of your import file to update an existing Budget record.