WRITEBACKBUDGET Function

Created by Harry Lewis, Modified on Thu, 5 Oct, 2023 at 5:50 PM by Gabriel Michaud

Applies to:

GL Module
Velixo Classic v6.0.410 or higher
Velixo NX 2023.8 or higher

Description

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

TABLE OF CONTENTS

Syntax
Parameters
Example
- Description
- Result

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:

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:

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 budget is imported by Acumatica;

he 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: