SI.WRITEBACKBUDGET

Created by Damien Zwillinger, Modified on Wed, 24 Apr 2024 at 07:10 PM 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:

  • IsConsolidated (True - if this is a consolidated budget, otherwise use False)

  • Currency (consolidation currency code.  Required if IsConsolidated is set to True)

 

 

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

Dimensions

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

NoteRequiredNote(s) to add to the budget lines.  

Can be:
  • blank text - ""
  • quoted text - "test"
  • an array of quoted text - {"text1","text2,"text3"}
  • a single cell reference - $C$5
  • a range of cells - C5:N5

 


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).





Example 3 - Disabled Dimensions


If your organization has disabled one or more of Sage Intacct's pre-defined dimensions, you may see a #VALUE! message in the Writeback Status column of the worksheet.  If you select that cell and hover over the yellow triangle that is displayed, a message such as the following will be displayed:



Example message

Predefined dimensions 'projectid', 'vendorid', 'warehouseid' do not exist or are disabled in your company


Workaround


You can either:

  • make sure all disabled dimensions in the Velixo function are referring to empty cells
  • or ensure that the disabled dimensions are removed from the function




Example 4 - Budget lines with all the same Note


A single piece of text can be specified to be placed as the note for each line in the budget.


This function...

 

=SI.WRITEBACKBUDGET("Sage","BUDGET-SKYLINE","test budget",FALSE,,A15,C15,,,$D$2:$O$2,D15:O15, "test")



uses the word "test" as the note for each budget line created.


Result:




Example 5 - Budget lines with different Notes


A range of cells can be specified for sending a separate note to each line of the budget.


This function...

 

=SI.WRITEBACKBUDGET("Sage","BUDGET-SKYLINE","test budget",FALSE,,A15,C15,,,$D$2:$O$2,D15:O15, $D$2:$O$2)




uses the contents of cell D2 through O2 as the notes for the corresponding budget lines.



Result:


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