Budget Export - Sage 100 and Sage 300

File-Based Integrations – Sage 100 – Export Budget

Step by Step:

1. Go to Planner > Sage 100. 
2. Verify the Fiscal Year and Budget name. The default is the current budget year and the Planner default budget.
3. Specify any dimension filters. If you have multiple Sage 100 company files within the same Martus instance, the best practice is to filter the output to a single Sage entity at a time. 
4. Enter a Budget Code to identify the Sage 100 budget into which this file is to be imported.
5. Click Export to produce the file.
    
   

File-Based Integrations – Sage 300 – Export Budget

Step by Step:

1. Got to Planner > Sage 300. 
2. Verify the Fiscal Year year and Budget name. The default is the current budget year and the Planner default budget. 
3. Specify any dimension filters.
4. Enter a Budget Code to identify the Sage 300 budget into which this file is to be imported.
5. Select the desired Currency.
6. Click Export to produce the file.