Tools-Import, Export, Duplicate, etc
*Overview-Tools
The Tools section
Duplicate OrgUnit Assumptions Article
Duplicate OrgUnit Assumptions is a flexible utility to allow you to duplicate either the line item details of entire Orgunits or certain Objects within Orgunits. The data can be duplicated within the same company and budget or across companies and ...
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 ...
Duplicate Budget Article
Tutorial Link Purpose: This tool provides the ability to duplicate all the data that is on the Account Details/Assumption tab from a selected BudgetID to a new BudgetID. An example of data Account Details/Assumption tab is: 1) Select the ...
Duplicate Payroll Article
Tutorial Link Purpose: This functionality duplicates core and selected Payroll screens from one BudgetID and paste it into the corresponding screens of the target BudgetID. Note: The core screens of Payroll Expense Definitions, PR Assignments ...
Export Budget to GP Article
Tutorial Link Note: For recovery purposes, Dynamic Budgets maintains an audit trail of all export sessions. A snapshot of the before state of the records in Great Plains is captured as well as the batch of account records transmitted during the ...
Import Budget Assumptions Article
Tutorial Link Prerequisite Steps: If you have not upgraded Dynamic Budgets in the past 3 months, upgrade the system before importing assumptions. Contact Dynamic Budgets support for upgrade assistance. Purpose: This is the utility used to ...
Copy Bulk Assumptions Article
The Copy Bulk Assumptions is a one to many copy utility; it is used to copy specific line item/s into a mass number of accounts. The data is copied into the Account Details screen found in Budgeting Dashboard, Basic Budget Entry, Custom Budget ...
Spread Annual Budget Article
This screen provides the Administrator the ability to spread budget data entered by users. In other words, users can enter a budgeted number for the year in a single month, say January, and the Administrator can then spread this number using the ...
Import Budget Assumptions - Multi Company Article
This window is similar to the Import Budget Assumptions Window - the difference is that each row can specify a different CompanyDB and BudgetID if necessary; there is no choice of a single target CompanyDB and BudgetID at the top of the window. For ...