I tried to copy last year's budget to the next year.   But I keep getting No Budgets Selected.   Is there a trick to this?

Parents
  • 0

    To copy a budget

    1. Select General Ledger Budget menu > Automatic Budget Copy.

    2. In the Copy to Budget field, select the fiscal year of the budget and the budget to copy to. For more information, see Automatic Budget Copy - Fields.

    3. In the Copy Based On field, select the fiscal year of the budget and the budget to copy from.

    4. In the Revision Method field, select the revision method to apply to the budget selected in the Copy Based On field. For example, you can copy a budget and increase or decrease it by a percentage or an amount.

    5. In the Starting Period and Ending Period fields, select the starting and ending periods for calculating revisions.

    6. If the revision method selected is Percent Change or Amount Change, type a percent or amount in the Revision Percent/Amount field. If the revision method selected is New Budget, type a new budget amount in the Revision Amount field.

    7. In the Rounding Factor field, select a rounding factor that determines how budget amounts are rounded.

    8. Select the Enable Account Selections check box.

    9. In the Select Field, Operand, and Value fields, select a range of accounts for copying budget amounts and applying the revision method to and click Proceed.

    The selected budget is updated immediately. Print the Budget Report and review your changes.

Reply
  • 0

    To copy a budget

    1. Select General Ledger Budget menu > Automatic Budget Copy.

    2. In the Copy to Budget field, select the fiscal year of the budget and the budget to copy to. For more information, see Automatic Budget Copy - Fields.

    3. In the Copy Based On field, select the fiscal year of the budget and the budget to copy from.

    4. In the Revision Method field, select the revision method to apply to the budget selected in the Copy Based On field. For example, you can copy a budget and increase or decrease it by a percentage or an amount.

    5. In the Starting Period and Ending Period fields, select the starting and ending periods for calculating revisions.

    6. If the revision method selected is Percent Change or Amount Change, type a percent or amount in the Revision Percent/Amount field. If the revision method selected is New Budget, type a new budget amount in the Revision Amount field.

    7. In the Rounding Factor field, select a rounding factor that determines how budget amounts are rounded.

    8. Select the Enable Account Selections check box.

    9. In the Select Field, Operand, and Value fields, select a range of accounts for copying budget amounts and applying the revision method to and click Proceed.

    The selected budget is updated immediately. Print the Budget Report and review your changes.

Children
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