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 |
Company Code |
Required |
The Company code must already exist in the Pinnacle database. |
|
2 |
GL Account |
Required |
The GL Account must already exist. |
|
3 |
Cost Centre |
Required |
The Cost Centre 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 Name |
Optional |
This will default to the combination of Company Code, GL Account and Cost Centre, plus 'Ledger Code' if no value is supplied. |