SI.WRITEBACKBUDGET
Created by Damien Zwillinger, Modified on Tue, 07 Nov 2023 at 11:05 AM by Harry Lewis
Applies to:
- Velixo NX
- Sage Intacct
The SI.WRITEBACKBUDGET function defines a Sage Intacct Budget Item (consisting of one or more GL budget values) to be uploaded to the ERP.
TABLE OF CONTENTS
Syntax
SI.WRITEBACKBUDGET(ConnectionName, BudgetID, Description, ShouldUseAsDefaultCompanyBudget, ConsoldationSettings, AccountCode, LocationID, Dimensions, UserDefinedDimensions, ReportingPeriod, Amount)
Parameters
The SI.WRITEBACKJBUDGET function uses the following Header and Item parameters:
Header Info
Parameter | Required/Optional | Description |
ConnectionName | Required | The name of the connection as configured in the Connection Manager |
BudgetID | Required | The BudgetID to be used in Sage Intaact |
Description | Optional | A textual description of the budget |
ShouldUseAsDefault CompanyBudget | Optional | True or (Default) Determines if these budget values should be used as the default company budget values |
ConsolidationSettings | Optional | An optional array of the following settings:
|
Item Info
AccountCode | Optional | The GL account number for which a budget is being established/modified |
LocationID | Optional (Required if muti-entity is enabled) | ID code for the Sage Intacct location to be used for the budget |
Optional | A two-column (or two-row) Excel range, where the first column/row contains the name of a predefined analytical dimension (e.g. department, customer, project etc.), and the second column/row contains the semicolon-separated list of values or that dimension. For user-defined dimensions, use the UserDefinedDimensions argument | |
UserDefinedDimensions | Optional | A two-column (or two-row) Excel range, where the first column/row contains the name of a user-defined analytical dimension, and the second column contains the respective value (or a semicolon-separated list of values) for that dimension. For predefined analytical dimensions like customer, project etc., use the Dimensions argument |
ReportingPeriod | Optional (Required if AccountCode is defined) | One or more Sage Intacct reporting periods to which budget values are to be applied |
Amount | Optional (Required if AccountCode is defined) | The budget amounts to be applied to the specified reporting periods |
Examples
Example 1
Given this configuration on the budget writeback worksheet:
This function...
=SI.WRITEBACKBUDGET("Sage", "Master Budget - 2020 REV8", "Master Budget", FALSE, $I$11:$J$12, $B26, M11, B12:C12,, $J$25:$U$25, $J26:$U26)
...creates a budget with the following properties:
has a budget ID of Master Budget - 2020 REV8
has the description of Master Budget
will not be used as the default budget for the company
will use the consolidation settings defined in cell I11 through J12 (in this example, none)
will be created for GL account #40100
will be created in location 100
will be created for department 200 (specified in the Dimensions parameter using cells B11 and C11)
will be created for the reporting periods specified in cells J25 through U25
will have the amount of specified in cells J26 through U26
And the budget values now appear within Sage Intacct:
Example 2 - Consolidation Settings
When specifying the ConsolidationSettings parameter, be sure to use an Excel array or a range of cells (not an individual value or cell reference).
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article