What To Do When Exporting a Budget with Account Numbers that No Longer Exist in GP? Article

What To Do When Exporting a Budget with Account Numbers that No Longer Exist in GP? Article

The Export Budget To GP will fail if the export includes Budget Account Numbers that no longer exist in Great Plains Accounting ("ERP") software.


1.  If necessary, move any budgeted amount from the old accounts to active accounts in Dynamic Budgets.

2. Uncheck the account you do not wish to export and then continue with the export procedure.




3.  In Manage Budget Accounts delete the old accounts for the required BudgetID/s.

A) Select the account you with to delete;

B) Click the "Delete Selected" button; and

C) Click "Yes" to delete the selected accounts.


 


4. The old account will still be in Dynamic Budget behind the scenes and may be problematic for future budgets.  Please contact Dynamic Budgets to remove the old account numbers from behind the scenes.

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