Description
The WRITEBACKPROJECTFORECAST function sends an Amount and/or Quantity to the specified project budget for a specific revision, task, account group, and financial period.
Use of either WRITEBACKPROJECTFORECAST or WRITEBACKPROJECTUPDATEBUDGET requires the prior installation of the Acumatica Customization Project. |
Syntax
WRITEBACKPROJECTFORECAST(Connection, Project, Revision, Task, AccountGroup, Period,
CostCode, InventoryItem, Quantity, Amount, RevisedQuantity, RevisedAmount,Description)
The WRITEBACKPROJECTFORECAST function uses the following parameters (see our article on including multiple parameter values):
Parameter | Required/Optional | Description |
Connection | Required | The name of the connection as configured in the Connection Manager |
Project | Required | The Project for which values are to be adjusted |
Revision | Required | The Revision for which values are to be adjusted |
Task | Required | The Task for which values are to be adjusted |
AccountGroup | Required | The Account Group for which values are to be adjusted |
Period | Required | The Period for which values are to be adjusted |
CostCode | Optional | The Cost Code(s) to include |
InventoryItem | Optional | The Inventory Item(s) to include |
Quantity | Optional | The new Quantity to be added to the budget forecast |
Amount | Optional | The new Amount to be added to the budget forecast |
RevisedQuantity | Optional | The new Revised Quantity to be added to the budget forecast |
RevisedAmount | Optional | The new Revised Amount to be added to the budget forecast |
Description | Optional | The Description associated with the new quantity/amount to be added to the budget |
Example
If we consider this report which contains a parameter section at the top and then utilizes a table structure for containing the data we need for each line we'll be adding or adjusting in Acumatica:
Which is configured like this:
Cell | Description | Value |
B3 | Name of the Velixo connection to the Acumatica data | Test |
B4 | Name of the Project | 1002HOTEL |
B5 | Name of the project Revision to be adjusted | Main |
Cell | Description | Value |
@Task | The column in the table containing the name of the Task of the data to be added/adjusted | 01 |
@AccountGroup | The column in the table containing the name of the Account Group of the data to be added/adjusted | LABOR |
@Inventory ID | The column in the table containing the Inventory ID of the data to be added/adjusted | {intentionally left blank} |
@Cost Code | The column in the table containing the Cost Code of the data to be added/adjusted | 01-311 |
@Description | The column in the table containing the Description of the data to be added/adjusted | Sample Forecast |
Cell | Description | Value |
@Financial Period | The column in the table containing the Financial Period of the data to be added/adjusted | 10-2020 |
@Original Quantity | The column in the table containing the Original Quantity that is to be added/adjusted in the Acumatica project | 18 |
@Original Amount | The column in the table containing the Original Amount that is to be added/adjusted in the Acumatica project | 4500 |
@Revised Quantity | The column in the table containing the Revised Quantity that is to be added/adjusted in the Acumatica project | 20 |
@Revised Amount | The column in the table containing the Revised Amount that is to be added/adjusted in the Acumatica project | 5000 |
=WRITEBACKPROJECTFORECAST($B$3, $B$4, $B$5, [@Task], [@[Account Group]]
[@[Financial Period]], [@[Cost Code]], [@[Inventory ID]],[@[Original Quantity]],
[@[Original Amount]], [@[Revised Quantity]],[@[Revised Amount]], [@Description])
The function uses both cell references and Excel's @[...] format to reference cells on the same line of the table -
Description
Once we select Perform Writeback from the Velixo ribbon:
The WRITEBACKPROJECTFORECAST function searches for a line item in Acumatica's Project Budget Forecast that matches the specified parameters:
Project: 1002HOTEL
Revision: Main
Task: 01
Account Group: LABOR
Period: 10-2020
Cost Code: 01-311
Inventory Item ID: {none}
If it finds a match, that line in the Project Budget Forecast with be updated with the specified Original Quantity, Original Amount, Revised Quantity, and Revised Amount.
If no match is found, a new line item will be created using all of the specified values.
Result
Function Results
The cell containing the function will display one of three general results:
Pending - this indicates that the data has not yet been written to the ERP
Line Update - the data has been successfully written to the ERP
an Error message - review the message for additional details
Applies to
PM Module