Microsoft Dynamics GP--Migrating Excel-Based Budgets


I have worked on many projects on moving Microsoft Dynamics GP and its apps from one server to another.  But, the one item that I have never thought about is how to "move" Excel-Based Budgeting.

Sure, I can copy the Excel spreadsheets from one file share to another.  But, how do you get the GP company databases to "know" and to "communicate" with the budgets in that new file share?

Who is Participating?
Victoria YudinConnect With a Mentor Owner / Dynamics GP ConsultantCommented:
If you are using out-of-the-box functionality, there is no active communication going on between Excel budget files and GP; and GP does not have any reason to know where the files are.

Excel-Based Budgeting simply allows you to import Dynamics GP Budgets from Excel or export them out to Excel. At every step you have to specify where the Excel file is, no link is stored to it. Once the import is done, all the data is in GP, nothing in the Excel file is used by GP past the import (or export).

I often import budgets from Excel for clients and the Excel files are never even stored on their network, I have them locally on my network, copy them temporarily to the terminal server where I am importing them, then delete them when the import is done.

Hope that helps.
TBSupportAuthor Commented:
Thank you, Victoria!

Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

All Courses

From novice to tech pro — start learning today.