Slide 1

Slide notes: Customer Budgets can be captured and can also be done on spreadsheet and then imported. The Import option is found at Budget Imports.

Slide 2

Slide notes:

Slide 3

Slide notes: The Data Layout will reveal what is required of the data that we will import.

Slide 4

Slide notes: Customer Budgets should be prepared by line, with 5 column values per line, as stated here.

Slide 5

Slide notes:

Slide 6

Slide notes: Here we have a 2-liner example, with the data currently in the spreadsheet. Column C is formatted for text, since we have Account Codes here that start with zero, and the spreadsheet will drop the leading zeroes unless we make the cells text formatted.

Slide 7

Slide notes:

Slide 8

Slide notes: The data from that spreadsheet is already represented in this Customer Budget.

Slide 9

Slide notes:

Slide 10

Slide notes:

Slide 11

Slide notes:

Slide 12

Slide notes:

Slide 13

Slide notes: We note that Budget Data always 'overwrites' prior data when we import or capture, and existing Budgets that are not uploaded are not removed when we import. In other words, Budget A may currently be 100, and when we upload 200 for Budget A, then it overwrites the 100 with 200 and does not ADD to it. At the same time, if Budget B is already present, and is not uploaded again, then it stays exactly as it already is.

Slide 14

Slide notes: We can have many lines here, for many different Customers and Accounts, but we are just using a few lines in this example.

Slide 15

Slide notes:

Slide 16

Slide notes:

Slide 17

Slide notes:

Slide 18

Slide notes:

Slide 19

Slide notes:

Slide 20

Slide notes:

Slide 21

Slide notes:

Slide 22

Slide notes:

Slide 23

Slide notes:

Slide 24

Slide notes:

Slide 25

Slide notes:

Slide 26

Slide notes:

Slide 27

Slide notes:

Slide 28

Slide notes: So now that we have changed these 2 Amounts, we will import it again, and then we can see the effect on the Budget screen.

Slide 29

Slide notes:

Slide 30

Slide notes:

Slide 31

Slide notes:

Slide 32

Slide notes:

Slide 33

Slide notes: We always save as a CSV format, on the BRIDGE folder, which is the only folder allowed by the system for data imports.

Slide 34

Slide notes:

Slide 35

Slide notes:

Slide 36

Slide notes:

Slide 37

Slide notes:

Slide 38

Slide notes:

Slide 39

Slide notes:

Slide 40

Slide notes:

Slide 41

Slide notes:

Slide 42

Slide notes:

Slide 43

Slide notes:

Slide 44

Slide notes:

Slide 45

Slide notes:

Slide 46

Slide notes:

Slide 47

Slide notes:

Slide 48

Slide notes:

Slide 49

Slide notes:

Slide 50

Slide notes:

Slide 51

Slide notes:

Slide 52

Slide notes:

Slide 53

Slide notes: Then we validate.

Slide 54

Slide notes:

Slide 55

Slide notes:

Slide 56

Slide notes: There are no errors, therefore we can proceed with the 'take on' step.

Slide 57

Slide notes:

Slide 58

Slide notes:

Slide 59

Slide notes:

Slide 60

Slide notes:

Slide 61

Slide notes:

Slide 62

Slide notes:

Slide 63

Slide notes:

Slide 64

Slide notes:

Slide 65

Slide notes:

Slide 66

Slide notes:

Slide 67

Slide notes:

Slide 68

Slide notes:

Slide 69

Slide notes: And here we can see, for the sake of our example, that the Budget Import has worked properly, and the new Amounts are shown correctly.

Slide 70

Slide notes:

Slide 71

Slide notes:

Slide 72

Slide notes: We can upload Customer Budgets as many times as needed, without the need to include all the Budgets in any upload. Whatever is uploaded, will overwrite the Budgets where already present, and any Budgets already present and NOT uploaded will remain intact. Therefore, we can also mix Capture and Imports of Customer Budgets.