Import Budget Data (22.4 and later)
22.4 and later.
To import data into the PowerSchool ERP in the Budget Preparation module, you need to create the import file with budget records and then perform the import. The import supports the creation or update of the budget expenditure ledger and the budget revenue ledger records. If a record from the file already exists in the budget ledger, the record is updated. If no data currently exists, a new record is created.
Create the Data File
The import file can contain the following field mappings:
Import File Column | Table Field | Field Description | Required |
|---|---|---|---|
yr | bexpledgr.year | Budget Year | Y |
budgetunit | bexpledgr.key_orgn | Budget Unit | Y |
account | bexpledgr.account | Account Number | Y |
freeze | bexpledgr.freeze | Freeze | N |
dept_base | bexpledgr.dept_base | Requested Base | N |
dept_new | bexpledgr.dept_new | Requested New | N |
rec_base | bexpledgr.rec_base | Recommended Base | N |
rec_new | bexpledgr.rec_new | Recommended New | N |
app_base | bexpledgr.app_base | Approved Base | N |
app_new | bexpledgr.app_new | Approved New | N |
year2 | bexpledgr.year2 | 2nd Year | N |
year3 | bexpledgr.year3 | 3rd Year | N |
year4 | bexpledgr.year4 | 4th Year | N |
year5 | bexpledgr.year5 | 5th Year | N |
title | bexpledgr.title | Title | N |
To import revenue budgets, select the bexpledgr.key_orgn and bexpledr.accountr fields. Your import file will look at the FAM profile and determine revenue ledgers to upload.
Import the Data File
After you have created the data file, you can import the data in the Budget Preparation module. From the main menu, select Budget Preparation. Select Entry and Processing. In the Budget Preparation menu, choose Budget Administrator. In the Actions menu, select Import Budget to open the import wizard.