Question

APPS 9 - How export a budget template?

  • 17 December 2020
  • 10 replies
  • 255 views
G
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Hi,

Anyone knows how export a template budget? I found everywhere in the system and I found nothing.

 

Thanks,

 

Gianni

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10 replies

Carlo Palma
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Go to External File type and look for Budget Template

 

 

 

Export the into excel and transpose the field to columns.

 

Carlo
G
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Hi @Carlo Palma ,

 

Thanks for your answer. I saw this external file template, but what I know is where I need to go to export my budget template using this format. I don’t find any menu that allow me to export my data template.

 

 

Carlo Palma
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You can also find it here under Budget Version

 

 

Carlo
G
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Hi @Carlo Palma ,

For me, when I chose “Export to File”, I have only 2 choices: BudgetYear and BudgetPeriod. When I try to export using BudgetTemplate, I have an error.

 

 

Thanks

Carlo Palma
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Did you specify the file name?

Carlo
G
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Yes @Carlo Palma 

Carlo Palma
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Your error is quite weird. 

Can you try to create a Dummy Budget Process? then try the export once again?

 

 

Carlo
G
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Hi Carlo,

 

I did and still not working.

 

Thanks,

Thanushi Jayaweera
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Hi @gianni.neves,

Have you tried to report a case to IFS Support on this issue?

I have tested and this works in the core environments. This issue might need a technical investigation to find the root cause,

Best Regards,
Thanushi

Jaytomar1325
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Option Export to File from Budget Versions work in case where version amounts are updated via process of budget template created under budget process.

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