Budget Line Adjustment Import


The Budget Line Adjustment Import process read files from ./Incoming/BudgetLineAdjustments/ in the SFTP. These files will be moved to the archive folder located at ./Incoming/Archive/BudgetLineAdjustment/ before being processed in alphanumeric order.

  • The Chart of Accounts must already exist
  • The Account must already exist for the Chart of Accounts
  • Currency must be active.
  • Budget Segment Must exists

Note: You must open an individual record in order to download the CSV import template.

Budget Line Adjustment

Field Name Required Field Unique? Field Type Field Description Possible Values
Budget period* Yes No Name for Budget Period
Chart of Accounts* Yes No Name for Chart of Accounts
Budget segment* Yes No Budget Line code
Adjustment amount* Yes No decimal(32,4) Budget Line Adjustment amount
Currency* Yes No Currency code
Description No No string(255) adjustment description