Unit level budget upload

This option allows you to upload an Excel rating sheet into the unit level budgets. The Data Conversion business parameter Multi-Member Unit Level Budget Upload must be set to Yes. The upload can be performed on a regular on-going basis.

It uses the format file FEA4CPP. The format file and Excel spreadsheet can be found on our secure website at https://secure.richer.ca/index.php/support/upload-files.html; you will have to sign in with your online help desk ID.

1. At the EMMS main menu, select Administration | Interfaces | User Interfaces | Unit Level Budget Upload. The Unit Level Budget Upload enter screen appears.
2. Fill in the fields as required.

   Edit Onlyidentifies whether the system should check for errors only, or check for errors and perform the upload.

   Report Errors Onlyidentifies whether the system should show only records with errors on the upload report, or all records.

   Member Nameis the name of the file to be uploaded.

   Overwrite Existing Budgetidentifies whether or not the upload should overwrite an existing budget. If set to No, the information will be added to the file.

3. Click Enter to perform the upload.

Back to Uploads

Notes:

• You are only allowed to upload a "B" budget line.
• You are only allowed to upload a budget for a unit. The unit number should be entered into the budget entity ID field and will be validated against the unit master.
• Only a budget level of "D" should be entered. The program will create the "S" summary records.
• The program will populate the Budget Entity Description from the unit master file.
• The program will calculate the budgeted LTD column.
• You have the option of entering the yearly budgeted amount, individual period amount values, or both. The program will validate that the period amounts equal the yearly amounts. You can choose to update the yearly amounts if the two are not equal.