Where are imported transactions placed in the budget structure?
Let's say that you import actuals from Intacct to Planning, and structure a budget group by the Location, Department, and Category dimensions.
The following table tracks what happens to the transaction:
| Transaction contains | Result |
|---|---|
|
Values for all 3 dimensions |
Imports to a budget line under Category |
|
No Category value |
Imports to a budget line under Department |
|
No Department value |
Imports to a budget line under Location |
|
No Location value |
Not imported |
Examples
The following examples track what happens when you import a transaction for Travel - Transportation into a budget group that has a dimension hierarchy of Location, Department, and Category.
A transaction from the Marketing department in Texas, with no Category dimension.
The transaction imports to a budget line under Marketing (Department).
A transaction from Texas for travel, with no Department dimension.
The transaction imports to a budget line directly under the top level Texas (Location).
A transaction for travel expenses for Marketing for travel, with no Location dimension.
The transaction is not imported.
Import transactions to the top level
You can define a budget structure with one or more top level dimensions, also known as multi-entity companies.
In this case, if a transaction doesn't match the dimension defined at the top level, the transaction imports to a new budget group directly below the top level.
The transaction imports to new budget groups that are automatically created directly below the root level of your budget structure.
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