The data file to import Budget Codes must consist of seven (7) comma separated columns. The columns must be in the following order:
Column |
Field |
Required/Optional |
Description |
1 |
Component Code 1 |
Required |
The component code must already exist in the Pinnacle database. |
2 |
Component Code 2 |
Optional |
If you supply a component code 2, the component code must already exist. |
3 |
Component Code 3 |
Optional |
If you supply a component code 3, the component code must already exist. |
4 |
Active Flag |
Optional |
This field must be 'Y' for Active, 'N' for Non-active. This will default to 'Y' if no value is supplied. |
5 |
Proposed Flag |
Optional |
This field must be 'Y' for Proposed for use in the next financial year, 'N' if not. This will default to 'Y' if no value is supplied. |
6 |
Budget Group |
Optional |
The budget group must already exist in the Budget Groups table. |
7 |
Ledger Code Name |
Optional |
This will default to the combination of Component Code 1, 2, & 3, plus 'Ledger Code' if no value is supplied. |