WRITEBACKPROJECTFORECAST function

Created by Harry Lewis, Modified on Tue, 16 Jul at 9:34 AM by Gabriel Michaud

Applies to:

PM Module
ERP: Acumatica, CEGID, Haufe x360, JAMIS Prime, MYOB Acumatica

Description

The WRITEBACKPROJECTFORECAST function sends an Amount and/or Quantity to the specified project budget for a specific revision, task, account group, and financial period.

Use of either WRITEBACKPROJECTFORECAST or WRITEBACKPROJECTUPDATEBUDGET requires the prior installation of the Acumatica Customization Project.

TABLE OF CONTENTS

Description
Syntax
Parameters
Example
Function Results

Syntax

WRITEBACKPROJECTFORECAST(Connection, Project, Revision, Task, AccountGroup, Period, CostCode, InventoryItem, Quantity, Amount, RevisedQuantity, RevisedAmount, Description)

Parameters

The WRITEBACKPROJECTFORECAST function uses the following parameters (see our article on filtering Velixo functions):

Parameter	Required/Optional	Description
Connection	Required	The name of the connection as configured in the Connection Manager
Project	Required	The Project for which values are to be adjusted
Revision	Required	The Revision for which values are to be adjusted
Task	Required	The Task for which values are to be adjusted
AccountGroup	Required	The Account Group for which values are to be adjusted
Period	Required	The Period for which values are to be adjusted
CostCode	Optional	The Cost Code(s) to include
InventoryItem	Optional	The Inventory Item(s) to include
Quantity	Optional	The new Quantity to be added to the budget forecast
Amount	Optional	The new Amount to be added to the budget forecast
RevisedQuantity	Optional	The new Revised Quantity to be added to the budget forecast
RevisedAmount	Optional	The new Revised Amount to be added to the budget forecast
Description	Optional	The Description associated with the new quantity/amount to be added to the budget

Example

If we consider this report which contains a parameter section at the top and then utilizes a table structure for containing the data needed for each line that wlll be added or adjusted in Acumatica:

A screenshot of a computer

Description automatically generated

Which is configured like this:

Header Information

Cell	Description	Value
B3	Name of the Velixo connection to the ERP data	Test
B4	Name of the Project	1002HOTEL
B5	Name of the project Revision to be adjusted	Main

Left Side

Cell	Description	Value
@Task	The column in the table containing the name of the Task of the data to be added/adjusted	01
@AccountGroup	The column in the table containing the name of the Account Group of the data to be added/adjusted	LABOR
@Inventory ID	The column in the table containing the Inventory ID of the data to be added/adjusted	{intentionally left blank}
@Cost Code	The column in the table containing the Cost Code of the data to be added/adjusted	01-311
@Description	The column in the table containing the Description of the data to be added/adjusted	Sample Forecast

Right Side

Cell	Description	Value
@Financial Period	The column in the table containing the Financial Period of the data to be added/adjusted	10-2020
@Original Quantity	The column in the table containing the Original Quantity that is to be added/adjusted in the Acumatica project	18
@Original Amount	The column in the table containing the Original Amount that is to be added/adjusted in the Acumatica project	4500
@Revised Quantity	The column in the table containing the Revised Quantity that is to be added/adjusted in the Acumatica project	20
@Revised Amount	The column in the table containing the Revised Amount that is to be added/adjusted in the Acumatica project	5000

=WRITEBACKPROJECTFORECAST($B$3, $B$4, $B$5, [@Task], [@[Account Group]]
[@[Financial Period]], [@[Cost Code]], [@[Inventory ID]],[@[Original Quantity]],
[@[Original Amount]], [@[Revised Quantity]],[@[Revised Amount]], [@Description])

The function uses both cell references and Excel's @[...] format to reference cells on the same line of the table -

Description

Once we select Perform Writeback from the Velixo ribbon:

The WRITEBACKPROJECTFORECAST function searches for a line item in Acumatica's Project Budget Forecast that matches the specified parameters:

Project: 1002HOTEL
Revision: Main
Task: 01
Account Group: LABOR
Period: 10-2020
Cost Code: 01-311
Inventory Item ID: {none}

If it finds a match, that line in the Project Budget Forecast with be updated with the specified Original Quantity, Original Amount, Revised Quantity, and Revised Amount.

If no match is found, a new line item will be created using all of the specified values.