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Microsoft Dynamics GP--Migrating Excel-Based Budgets

Posted on 2013-12-03
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Last Modified: 2013-12-04
Hello:

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?

TBSupport
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Victoria Yudin earned 500 total points
ID: 39695066
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.
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by:TBSupport
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Thank you, Victoria!

TBSupport
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