104800 Loading External Budgets into JDE – The Key is the Z! (File)

Presented at INFOCUS 19

Although there are many budgeting softwares and tools out there today, organizations often end up with their budgets in spreadsheet form.  The easiest way to load that data into JDE is to leverage the Z file process.  But what does that entail?  From ledger types and their rules, to spread patterns, to making sure accounts are set up and marked for posting, to repurposing Job Status Inquiry to compare budgets to actuals – we’ll cover all the tips, tricks, and gotchas in the budget upload process.  Whether you already use this process today, or have NEVER loaded your budget into JDE, you are bound to find a new idea to help your budget load process work better!

Presented by Sarah Mills, Syntax