Use this activity to export data related to a budget year (or some other period that you define). The data is exported to a file which can then be used by an external tool such as Microsoft Excel.
The budget-related data that is written to the file can be formatted in various ways. The formatting is controlled by a file template. A standard installation of IFS contains predefined file templates for exporting and importing Budget Year and Budget Period values. The file templates can be found in the External Files toolkit in Accounting Rules. It is also possible to create user-defined templates.
When exporting If necessary, select code part values to be exported. If nothing is specified, all code part values are exported. Click dropdown to specify specific values or intervals for the code part values. It is also possible to use the percent sign (representing a wild card), as part of the code part selection. Typical valid selection criteria, based on account.
Before exporting the budget values to a file, the following must have been completed:
As a result of this activity, a file is created and stored in the specified location. The file contains the values and format specified by the external file template. For more information see the Detail tab in the External File Template page in IFS/Accounting Rules.