This feature requires Velixo Reports v6.0.410 or higher

Description

The WRITEBACKBUDGET function sends an Amount to the specified budget for a specific revision, task, account group, and financial period.

Syntax

WRITEBACKBUDGET(Connection, Branch, Ledger, Year, Release, Account,
Subaccount, AmountPeriod1, AmountPeriod2, ... , AmountPeriod248)

Parameters

The WRITEBACKBUDGET function uses the following parameters:

Parameter

Required/Optional

Description

Connection

Required

The name of the connection as configured in the Connection Manager

Branch

Required

The Branch for which values are to be adjusted

Ledger

Required

The Ledger for which values are to be adjusted

Year

Required

The Year for which values are to be adjusted

Release

Required

TRUE = release budget values automatically

FALSE = keep values in Acumatica's Release Budgets screen

Account

Required

The GL Account for which values are to be adjusted

Subaccount

Optional

The GL Subaccount of the GL account for which values are to be adjusted

AmountPeriod1

Required

The amount to write to the budget for Period 1

At least 1 period must be specified

AmountPeriod2

Optional

The amount to write to the budget for Period 2

...

AmountPeriod248

Optional

The amount to write to the budget for Period 248

Example

Given this configuration:

writebackbudget01.png

We could create this function:

=WRITEBACKBUDGET($C$1,F$1,$C$2,$C$3,$C$4,F$2,F$3,F6,F7,F8,F9,F10,F11,F12,F13,F14,F15,F16,F17)

Description

Here are where the parameters of that function refer:

writebackbudget02.png

The function could also be written with some fully-typed information:

=WRITEBACKBUDGET("Demo","PRODRETAIL","Budget","2021",FALSE,"10100","000000",F6,F7,F8,...

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.

Result

Before the the budget is imported by Acumatica;

import_current.png

the status of the function is Pending.

Once we select Import Current Worksheet, the status of the function will change to Line uploaded...

import_success.png

and (since we didn't automatically release the budget), the new budget line will be available in Acumatica's Release Budgets and Budgets screens:

release_budget.png
acu_budget.png
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