Z Option

Success Stories

Added in Budget Loader version 4.2...

Project Systems (CJR2) Enhanced with Expert Mode: Cost/Revenue Element, Activity Input, Process Input, and Primary/Secondary Order Costs enhanced with Expert Mode functionality.
Replicate to Worksheet/Workbook: Takes an existing template and separates the template by unique header into new, separate worksheets or workbooks. The new workbooks can then be distributed to individual cost center managers, etc. as an input ready template.
Enhanced Edit Functionality in Apply Groups
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Added in Budget Loader version 4.0...

Expert Mode: Allows for a flexible layout of budgeting and forecast fields, including independent layout of planning/history fields by columns, side-by-side comparisions, and much more.
Profit Center Accounting (PCA) - 7KE1: Pick values retrieves balance sheet accounts.
Profit Center Accounting (PCA) - 7KE3: History includes balances carried forward.

Added in Budget Loader version 3.7...

Reporting: Retrieve secondary (internal) cost postings into history templates for select templates.
Reporting: Retrieve partner object and original partner object values, types, and descriptions for appropriate transactions.
Multi-sheet processing: Process multiple history/planning sheets with one process.
Value rounding: Automatically round history and/or plan values.
Reporting: Additional reporting options for rounded values.

Added in Budget Loader version 3.6...

Reporting: Retrieve multiple value types/record types in history for primary cost transactions and PCA (i.e. allocations, distributions, etc. internal to SAP).
Options Screen: New options screen with various usability enhancements.
Error Handling: Error drill-down directly to Excel row (No overhead to SAP back-end on second and subsequent usage).
Automatic Totals: Section totals in history templates.
Transaction Handling: Optional transaction commit when warnings (not errors) are detected.

Added in Budget Loader version 3.5...

Public Sector Management: Support for transaction FMBBC, Create a Budget Control System Document as well as support for historical data retrieval.

Added in Budget Loader version 3.1...

Controlling – Profitability Analysis: Budget Loader customers can now plan, reforecast, and retrieve historical budgeting data in the CO-PA module of SAP.
Usability Enhancements: Various usability enhancements have been made to increase productivity.

Added in Budget Loader version 2.2...

Enhancement for using groups/sets: Use SAP groups or sets to build new budget loader worksheets or as selection criteria for pulling history values from SAP. Groups and sets can optionally be used as the basis for subtotals in the Budget Loader spreadsheets.
Master data value lookups: SAP master data values can be queried from inside the worksheet. This will allow users to quickly verify their data entry prior to uploading new budget/reforecast data.

Added in Budget Loader version 2.1...

Profit Center Support: Transactions 7KE1, 7KE3, and 7KE5 are now supported to maintain budgets for Profit Center Accounting.
Change Template Option: Once created, Budget Loader templates can now be edited to reorganize, add, change or delete specific columns.
Get SAP Texts: Budget Loader can now be configured to retrieve SAP master data texts for things like accounts, and cost centers automatically. This feature will help Budget Loader self-document itself for applications where a spreadsheet is being sent to a non-accounting user like a cost center manager.
Streamlined Installation: Users can now easily install Budget Loader on their desktops from the Budget Loader transaction inside SAP.
Default Labels: You can now set Company-level defaults for all Budget Loader terminology. This will keep Budget Loader nomenclature consistent between different spreadsheets and users.