This feature requires Velixo Reports v6.0.410 or higher
The WRITEBACKBUDGET function sends an Amount to the specified budget (in the ERP) for a specific revision, task, account group, and financial period.
WRITEBACKBUDGET(Connection, Branch, Ledger, Year, Release, Account,
Subaccount, AmountPeriod1, AmountPeriod2, ... , AmountPeriod248)
The WRITEBACKBUDGET function uses the following parameters:
The name of the connection as configured in the Connection Manager
The Branch for which values are to be adjusted
The Ledger for which values are to be adjusted
The Year for which values are to be adjusted
TRUE = release budget values automatically
FALSE = keep values in Acumatica's Release Budgets screen
The GL Account for which values are to be adjusted
The GL Subaccount of the GL account for which values are to be adjusted
The amount to write to the budget for Period 1
At least 1 period must be specified
The amount to write to the budget for Period 2
The amount to write to the budget for Period 248
Given this configuration:
We could create this function:
Here are where the parameters of that function refer:
The function could also be written with some fully-typed information:
This function will upload the values for period 01 through 12 (located in cells F6 through F17) of the 2021 financial year (cell C3) to the budget for account 10100 (F2) subaccount 000000 (F3) in the PRODRETAIL branch. The values will not be automatically released.
Before the the budget is imported by Acumatica;
the status of the function is Pending.
Once we select Import Current Worksheet, the status of the function will change to Line uploaded...
and (since we didn't automatically release the budget), the new budget line will be available in Acumatica's Release Budgets and Budgets screens: