Report 81 "Import Budget from Excel"

Base Application · Microsoft.Finance.GeneralLedger.Budget · BC23-30 · source at ea08af5e · facts from BC29

Properties

Events published

• OnAnalyzeDataOnBeforeGLBudgetEntrySetFilters(var GLBudgetEntry: Record "G/L Budget Entry"; var ExcelBuf: Record "Excel Buffer"; DimCode3: Code[20]; var IsHandled: Boolean) + BC26 (integration): Integration event raised before setting G/L Budget Entry filters during Excel data analysis. Enables custom filter logic during the budget import analysis phase.
• OnAnalyzeDataOnAfterGLBudgetEntrySetFilters(var GLBudgetEntry: Record "G/L Budget Entry"; var ExcelBuf: Record "Excel Buffer"; DimCode3: Code[20]) (integration): Integration event raised after setting G/L Budget Entry filters during Excel data analysis. Enables additional filter processing after standard dimension filters are applied.
• OnAfterInsertGLBudgetDim(var GLBudgetEntry: Record "G/L Budget Entry"; DimCode2: Code[20]; DimValCode2: Code[20]) (integration): Integration event raised after inserting G/L Budget dimension values during import processing. Enables additional dimension processing after standard dimension assignment.
• OnAfterSetBudgetDimFilter(var GLBudgetEntry: Record "G/L Budget Entry"; DimValCode2: Code[20]; DimCode2: Code[20]) (integration): Integration event raised after setting budget dimension filters on G/L Budget Entry records. Enables additional filter processing after standard dimension filter assignment.
• OnBeforeInsertGLBudgetDimensions(var GLBudgetEntry: Record "G/L Budget Entry"; var BudgetBuffer: Record "Budget Buffer"; var IsHandled: Boolean) (integration): Integration event raised before inserting G/L Budget dimensions during import processing. Enables custom dimension insertion logic and validation before standard processing.
• OnBeforeInsertGLBudgetDim(DimCode2: Code[20]; var IsHandled: Boolean) (integration): Integration event raised before inserting individual G/L Budget dimension values. Enables custom dimension validation and processing logic for specific dimension codes.
• OnBeforeOnPreReport(var TempDimension: Record Dimension temporary) (integration): Integration event raised before the OnPreReport trigger executes during import initialization. Enables custom setup and validation logic before budget import processing begins.
• OnAnalyzeDataOnBeforeCombinationMustBeUniqueError(var BudgetBuf: Record "Budget Buffer"; var IsHandled: Boolean) (integration): Integration event raised before throwing unique combination error during Excel data analysis. Enables custom error handling and duplicate record processing logic.
• OnBeforeGetLastEntryNoBeforeImport(var GLBudgetEntry3: Record "G/L Budget Entry"; var LastEntryNoBeforeImport: Integer; var EntryNo: Integer; var IsHandled: Boolean) + BC25 − BC25 (integration): Integration event raised before retrieving the last entry number for import processing. Enables custom entry number generation and sequencing logic.
• OnBeforeCheckGLBudgetNameBlacked(GLBudgetName: Record "G/L Budget Name"; var IsHandled: Boolean) (integration): Integration event raised before checking if G/L Budget Name is blocked during import validation. Enables custom budget name validation and blocking logic.
• OnBudgetBufOnAfterGetRecordOnBeforeGLBudgetEntryInsert(var GLBudgetEntry: Record "G/L Budget Entry") (integration): Integration event raised before inserting G/L Budget Entry records during import processing. Enables custom budget entry modification and validation before database insertion.
• OnBudgetBufOnAfterGetRecordOnBeforeSetDimFilters(var GLBudgetEntry: Record "G/L Budget Entry") + BC26 (integration): Integration event raised before setting dimension filters during budget entry processing. Enables custom dimension filter setup and validation logic during import operations.
• OnAnalyzeDataOnBeforeCheckHeaderRowNo(var HeaderRowNo: Integer; var TempGlobalExcelBuf: Record "Excel Buffer" temporary; var TempExcelBuf: Record "Excel Buffer" temporary; var IsHandled: Boolean) + BC26 (integration): Integration event raised before checking header row number during Excel data analysis. Enables custom header row detection and validation logic during import analysis.
• OnAnalyzeDataOnAfterCheckHeaderRowNo(var HeaderRowNo: Integer; var TempGlobalExcelBuf: Record "Excel Buffer" temporary; var TempExcelBuf: Record "Excel Buffer" temporary) + BC26 (integration): Integration event raised after checking header row number during Excel data analysis. Enables additional processing after standard header row detection and validation.
• OnAnalyzeDataOnBeforeCheckHeaderRowNo2(var HeaderRowNo: Integer; var TempGlobalExcelBuf: Record "Excel Buffer" temporary; var DimCode: array[8] of Code[20]; var DimRowNo: Integer; var CountDim: Integer; var TempDim: Record Dimension temporary; var IsHandled: Boolean) + BC26 (integration): Integration event raised before checking secondary header row processing during Excel analysis. Enables custom dimension and header processing logic before standard dimension detection.
• OnAnalyzeDataOnAfterCheckHeaderRowNo2(var HeaderRowNo: Integer; var TempGlobalExcelBuf: Record "Excel Buffer" temporary; var DimCode: array[8] of Code[20]; var DimRowNo: Integer; var CountDim: Integer; var TempDim: Record Dimension temporary) + BC26 (integration): Integration event raised after checking secondary header row processing during Excel analysis. Enables additional dimension processing after standard dimension detection and validation.
• OnAnalyzeDataOnBeforeConditionalTempExcelBufInsert(var TempGlobalExcelBuf: Record "Excel Buffer" temporary; var TempDim: Record Dimension temporary; var CountDim: Integer; var DimCode: array[8] of Code[20]; var IsHandled: Boolean) + BC26 (integration): Integration event raised before conditionally inserting Excel buffer records during data analysis. Enables custom buffer insertion logic and validation before standard Excel data processing.
• OnAnalyzeDataOnAfterConditionalTempExcelBufInsert(var TempExcelBuf: Record "Excel Buffer" temporary; var TempDim: Record Dimension temporary; var CountDim: Integer; var DimCode: array[8] of Code[20]; var TestDateTime: DateTime) + BC26 (integration): Integration event raised after conditionally inserting Excel buffer records during data analysis. Enables additional processing after Excel buffer insertion and dimension analysis completion.
• OnAnalyzeDataOnBeforeInsertBudgetBuf(var BudgetBuf: Record "Budget Buffer"; var IsHandled: Boolean) + BC26 (integration)
• OnAnalyzeDataOnAfterCaseText014(var BudgetBuf: Record "Budget Buffer") + BC26 (integration)
• OnBudgetBufOnAfterGetRecordOnAfterGLBudgetEntryInsert(var GLBudgetEntry: Record "G/L Budget Entry"; var EntryNo: Integer) + BC27 (integration): Integration event raised after inserting G/L Budget Entry records during import processing. Enables custom budget entry modification after insertion and allows modification of the EntryNo for creating additional entries.

Procedures

• IsPostingAccount(AccNo: Code[20]): Boolean: Validates whether the specified G/L Account is a posting account that can receive budget entries. Checks if account exists and has valid account type for budget data entry.
• SetParameters(NewToGLBudgetName: Code[10]; NewImportOption: Option): Sets the target budget name and import option for the budget import operation. Configures key parameters for controlling import behavior and destination.
• SetBudgetDimFilter(DimCode2: Code[20]; DimValCode2: Code[20]; var GLBudgetEntry2: Record "G/L Budget Entry"): Sets dimension-specific filters on G/L Budget Entry records based on dimension code and value. Applies appropriate range filters for business unit, global dimensions, or budget dimensions.
• SetFileName(NewFileName: Text): Sets the Excel file path for the budget import operation. Configures the source file location for reading budget data during import processing.

Plus 8 local procedures.

Triggers

OnPostReport, OnPreReport

Ask your agent

Procedure bodies are not stored here (D10). For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "report", object_name: "Import Budget from Excel"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.