Open the Export Item Budget to Excel window.

Exports a budget to an Excel workbook. You can then use Excel to create visual material. You can also make new budgets based on budget figures or actual figures from previous periods. You can import the budget back into Microsoft Dynamics NAV using the Import Item Budget from Excel batch job.

Export Item Budget to Excel can be accessed from the Sales Budget Overview window or the Purchase Budget Overview window.

Additional Information

When you export a budget to Excel, you can choose to create a new workbook in Excel, or you can choose to use an existing workbook.

If you choose to update an existing workbook, you will be asked to specify the name of the Excel workbook and the worksheet that the data will be exported to.

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