Budgeting Setup

To prepare your ERP database for the direct write-back budgeting functionality, you must run through the Budgeting Setup procedure. This procedure will install the OSR Extension tables into your ERP system’s database. These tables are designed to extend the ERP system’s following Dimensions: Account, Employee and Budget version. In addition, a table to enable budgeting Line Item Detail entries will be installed. 

Many of the ERP systems lack sufficient properties in the Account and Employee master data (dimensions) to construct a full budgeting model that includes expense and payroll budgeting. The additional tables installed will provide storage capabilities for these situations.

NOTE: The Budgeting Setup will only be available if you have purchased a license for OSR Budgeting.

NOTE: This procedure does not change any of the original ERP systems’ tables or data. It only adds additional tables into the database.

 

Prepare your ERP system database with additional tables for budgeting

  1. Click https://help.onestopreporting.com/wp-content/uploads/2017/03/icon_getdata_job_processing.png Settings  Budgeting Setup.
  2. In the Integration drop-down list, select the integration.
  3. (Not applicable for all integrations.) In the Connection drop-down list, select the database.
  4. In the Companies section, select  the company to set up the budgeting for.
  5. Click Install.

You will be asked to log on to the SQL server with a user having administration rights for inserting tables into the ERP database. After clicking OK in the Enter credentials dialog, the tables will be inserted and ready for entering additional properties to some of the master data dimensions.