Open the Import Budget from Excel window.

Imports a budget from Excel to Microsoft Dynamics NAV. This allows you to import budgets originally exported from Microsoft Dynamics NAV and import budgets that have been created in Excel.

Important
Before you import the budget, you must close Excel.

You can import a budget into Microsoft Dynamics NAV from Excel in one of the following ways:

Options

Field Description

Budget Name

Select the budget to which entries are imported.

Option

Select whether the budget entries are added from Excel to budget entries that are currently in the system, or whether the entries are replaced in Microsoft Dynamics NAV with the budget entries from Excel.

Description

Enter a description of the imported budget entries, so that the entries can be easily identified among other budget entries.

Tip

See Also