Refer to the Uploading section for more information on how to upload the Update action.
To carry out an Update to the existing Budgets, More4apps recommends downloading the Budgets to the worksheet. You can restrict the download parameters to narrow down the search results.
All sections must enter the Upload Action mode ‘Update’ to update the budget successfully.
Here are the columns you can update from the header section.
Budget Versions
● Name
● Description
● Status (the next allowable status for the budget must be valid)
● Is Locked
Here are the columns you can update from the planning resources section.
Planning Resources
● Planning Start Date
● Planning End Date
The Plan Lines section has summary values for the amount types and period specific values. These can be updated.
You must have the columns Project Number, Plan Type, and Version Number in the Budget Version section to Update any section to be successful.
Note: When updating the column ‘Is Locked’, Excel automatically converts manually entered values ‘true’ and ‘false’ to ‘TRUE’ and ‘FALSE’. The capital letters will be rejected by the web service on Upload. Either select the ‘true’ or ‘false’ values using the Data Form or enter an apostrophe at the beginning of the word if you are entering the value manually into the cell (e.g., ‘true).
Budget Status Updates
When you are updating the Status of a budget version, make sure that the next allowable status is a valid status for the budget. Oracle will return an error if you attempt to update the status with an incorrect status in the budget status hierarchy.
To create a new budget version without lines:
|
|
Section
|
|
Required
|
Budget Version
|
Planning Resources
|
Plan Lines
|
|
Upload Action ‘Update’
|
No
|
No
|
No
|
|
Upload Action ‘Create’
|
Yes
|
No
|
No
|
To create a new budget version and lines:
|
|
Section
|
|
Required
|
Budget Version
|
Planning Resources
|
Plan Lines
|
|
Upload Action ‘Update’
|
No
|
No
|
No
|
|
Upload Action ‘Create’
|
Yes
|
Yes
|
Yes
|
To update existing budget versions header only:
|
|
Section
|
|
Required
|
Budget Version
|
Planning Resources
|
Plan Lines
|
|
Upload Action ‘Update’
|
Yes
|
No
|
No
|
To update existing Planning Resources:
|
|
Section
|
|
Required
|
Budget Version
|
Planning Resources
|
Plan Lines
|
|
Upload Action ‘Update’
|
Yes
|
Yes
|
No
|
To update existing Plan Lines:
|
|
Section
|
|
Required
|
Budget Version
|
Planning Resources
|
Plan Lines
|
|
Upload Action ‘Update’
|
Yes
|
No
|
Yes
|
To Clear/Delete Periods Values
If you want to clear / delete a period value from a plan line, you cannot enter [CLEAR] in the cell to do this (highlighted red in the example screenshot below). Instead, please enter the value ‘0’ to clear out the existing value (highlighted green in the example screenshot below).
1. Navigate to the plan line from which you want to remove a period value.
2. Locate the period value that you wish to clear out or delete.
3. Instead of using the [CLEAR] command, input the value '0' in place of the existing period value.
4. Upload the change to ensure that the period value has been successfully cleared out.
Sections:
