You can upload amounts from budgets you developed from an outside source and transferred to the GL_BUDGET_INTERFACE table.

You can upload budget amounts to your budget organization for any existing account that falls within the account ranges assigned to your budget organization. If you allow dynamic insertion, you can also upload budget amounts to your budget organization for a previously undefined account.

At your request, General Ledger uploads your budget interface data and automatically updates your financial records to include this budget information. Once you upload your budget data, you can review the Budget Spreadsheet Upload Execution Report for the status of your uploaded budget information.

Definition Access Set

If using definition access sets to secure who can use, view, and modify your Budget Organizations, you must have Use access to the Budget Organization to upload budget amounts.

Data Access Sets

To upload budget amounts, you must have read and write access to at least one balancing segment value or management segment value for a ledger that is assigned to a budget.

For those accounts residing in the Budget Interface, you can only upload budget amounts for those accounts that you have Read and Write access. For example, if the Budget Interface table contains budget data for balancing segment values 01, 02, and 03, but your data access set only allows read and write access to balancing segment value 01, Budget Upload will upload budget amounts for balancing segment value 01 only. The budget data associated with balancing segment value 02 and 03 will not be uploaded and will remain in the GL_BUDGET_INTERFACE table.

Prerequisites

• Define a budget

• Open one or more years of your budget

• Define a budget organization

• Create your budget information using your spreadsheet software.

• Transfer your budget information into the General Ledger GL_BUDGET_INTERFACE table.

To upload a budget:

1. Navigate to the Upload Budget window.

2. Enter the Budget.

   Note: Your data access set must provide read and write access to some portions of the ledger that is assigned to this budget. For example, you must have read and write access to at least one balancing segment value or management segment value.

3. Enter the Budget Organization that will receive the uploaded budget amounts. You can upload budgets for all of your budget organizations by entering the name of your general, all - inclusive budget organization ALL.

   Note: If using definition access sets to secure use, view, and modify access to your budget organization, you must have Use access to the budget organization in order to use it to upload budget amounts

4. If the budget organization you specify is password-protected, you must enter the password before you can upload budget amounts.

5. Choose Upload. General Ledger submits a concurrent process to upload budget information from the GL_BUDGET_INTERFACE table.

6. Review the Budget Spreadsheet Upload Execution Report for the status of your uploaded budget information.

   Note: The Budget Spreadsheet Upload Execution Report will not report accounts that were not uploaded due to data access set security issues. For example, if you did not have read and write access to all of the data in the interface table, the data will remain in the interface table and will not be reported in the Execution Report. Another user with sufficient access will need to upload the remaining data.