Shannon
08/16/2024, 3:43 AMCeligo AI
08/16/2024, 3:44 AMAI generated answer (using internal Slack threads):****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To update budgets in NetSuite in bulk, you can use the CSV import feature. Here are the steps: 1. Navigate to Transactions -> Financial -> Set up Budgets -> Import in NetSuite. 2. From there, you can download a Budget Template File. This file will serve as your guide on how to format your data for import. 3. Fill out the template with the updated budget data. If you want to update the data in Excel, you can do so. Just make sure to save the file in CSV format after making your updates. 4. Once your data is ready, you can initiate a CSV Import in NetSuite using the same path (Transactions -> Financial -> Set up Budgets -> Import). If you need to delete or reset budget data, you can do so by importing a file where all the budget values are set to zero. This will override the existing values in NetSuite. For large scale updates, you might want to consider using the SuiteSolutions CSV Integrator, which is a free tool provided by NetSuite for handling large CSV imports. You can find more information about this tool in the [SuiteSolutions CSV Integrator Documentation](https://www.netsuite.com/portal/assets/pdf/ds-suitesolutions-csv-integrator.pdf). Remember to always backup your data before performing any bulk updates or deletions.
Celigo AI
08/16/2024, 3:44 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830346
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.815887094
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.813622117
Celigo AI
08/16/2024, 3:44 AM