Copy G/L Budget Batch Job
Copies an existing budget to a new one. For example, you can copy 12 monthly budgets for the current fiscal year to 12 monthly budgets for the coming fiscal year. This ensures that the budget amounts are placed in the correct accounts. If the figures need to be changed, you can enter new figures over the old ones or use the Adjustment Factor field.
Before you can run the batch job, you must decide whether you want to copy general ledger entries or general ledger budget entries. You must also decide whether you want to copy all or only selected entries. You can also decide what information the new general budget entries contain in relation to the old ones and how the batch job is processed.
Options
| Field | Description |
|---|---|
Source |
Select which kind of amounts that you want to copy to a new budget. You can select either general ledger entries or general ledger budget entries. |
Budget Name (Copy from) |
Enter the name of the general budget to be copied. To see the existing budget names, choose the field. |
G/L Account No. (Copy from) |
Enter the numbers of the general ledger accounts to be copied. To see the existing general ledger account numbers, choose the field. |
Date |
Enter the period for which the budget is copied (for example, 10/01/96...12/31/96). |
Closing Entries |
Select whether the closing entries are included or excluded in the new budget. |
Dimensions |
Select which dimensions are included in the new budget. If general ledger entries or budget entries have dimensions attached, these can be copied to the new budget. To see the attached dimensions, choose the field. |
Budget Name (Copy to) |
Enter the name of the new budget. To select a budget name, choose the field. |
G/L Account No. (Copy to) |
Enter the general ledger account number if one or more ledger entries must be copied to one general ledger account. To see the existing general ledger accounts, choose the field. |
Adjustment Factor |
Enter an adjustment factor to multiply the amounts you want to copy. By entering an adjustment factor, you can increase or decrease the amounts that the program copies to the new budget. |
Rounding Method |
Select a code for the rounding method you want to apply to entries when you copy them to a new budget. |
Date Change Formula: |
Specify how the dates on the entries that are copied are changed. Use a date formula; for example, to copy last week's budget to this week, use the formula 1W (one week). |
Date Compression |
Select the length of the period whose entries are combined. To see the options, choose the field. |
Tip
For more information on how to work with batch jobs, see How to: Run Batch Jobs and How to: Set Filters. For assistance in finding specific pages, see Search.