Restore Budget Snapshot to ERP Article
For recovery purposes Dynamic Budgets maintains an audit trail of all export sessions by capturing both a snapshot of the before export state of the records in the Great Plain Accounting (ERP) software and the batch of account records transmitted during the export session.
Print, Export to Excel, Print to PDF, Auto-fit Columns, Reduce/Expand Column Width, Copy, Drill and Select/Deselect All functionalities are available.
1) Fill your data shopping cart with what you want to Restore by using the Search or Advanced Search functionality. From the dropdown menu, please select the Snapshot you wish to restore. Please note that the Exclude Zero Values Accounts functionality is available.
Please use this feature with circumspect. For example, if a prior exported account had a value in it, say $20, and then the value was changed to zero, by excluding accounts with zero value, the account in Great Plains will not be updated and will remain at $20.
2) Where are you sending it? The two dropdown menus correspond to destination budget options that are available in Great Plains. Please select the "Company DB" and "Available ERP Budgets" you wish to export to.
3) Tell yourself why? For historic reason purposes please enter the reason for the Restore.
4) Choose an export style
There are two options which are selected by clicking on the desired radio button.
a) Leave existing records and only update with the selected records
Only the records that are in the shopping cart will be updated in Great Plains and all other records in Great Plains will remain with prior exported data.
Please use this feature with circumspect. For example, if a prior exported account had a value in it, say $20, and then the value was changed to zero in Dynamics Budget and this report is not part of the shopping cart data, the account in Great Plains will not be updated and will remain at $20.
b) Delete all existing records import selected records
All budget records in Great Plains will be deleted; this includes those records that were exported previously and are not part of the current export. The data in the shopping cart will be imported in Great Plains.
5) Start Retore
Click the "Restore" button to process the Restore
The following Validation Checks performed during the Restore process:
1.Source Company = Destination Company
2.Source Year = Destination Year
3.Is the budget Password protected in GP, if so prompt for password to unlock and enable the export
4.Validate that all selected accounts exist in GP (ACTINDX and ACTNUM), if not show pop-up with error accounts and drill down options to review the proposed budgets for each account.
A successful Restore is indicated by 2 green arrows. A failed Restore will result in a error message. Please use the send error function to email the error log to Dynamic Budgets support staff for interpretation.
The system is delivered with standard Application Configuration settings for the Report Budget Snapshot to ERP process. These settings and alternative settings are set in App Config/ Menu Editor. Please see A. Application Configuration Tab item number 11.
The following "Right-Click" menu is available:
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