Budget Codes Import

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.

Related Topics:

Budget Codes Overview

Related Tables:

Budget Groups Table

Ledger Components Table