Entering Budget Copy Groups Concept Entering Budget Copy
Entering Budget Copy Groups Concept
Entering Budget Copy Groups
Entering Budget Copy Groups Step 1 Begin by navigating to the Budget Copy Group page. Click the Scroll Down arrow.
Entering Budget Copy Groups Step 2 Click the General Ledger menu.
Entering Budget Copy Groups Step 3 Click the Maintain Standard Budgets menu.
Entering Budget Copy Groups Step 4 Click the Budget Copy Group menu.
Entering Budget Copy Groups Step 5 Click the Add a New Value tab.
Entering Budget Copy Groups Step 6 Click in the Process Group field.
Entering Budget Copy Groups Step 7 Enter the desired information into the Process Group field. Enter "COPY_BUDG 1".
Entering Budget Copy Groups Step 8 Click the Add button.
Entering Budget Copy Groups Step 9 Use the Budget Copy Group page to select a budget copy definition for the budget copy group steps.
Entering Budget Copy Groups Step 10 Use the Copy Allocation Group button to copy the group.
Entering Budget Copy Groups Step 11 Use the Rename Allocation Group button to rename the copy group.
Entering Budget Copy Groups Step 12 Use the Delete Allocation Group button to delete the copy group.
Entering Budget Copy Groups Step 13 Use the Description field to enter a brief description that will appear in prompt lists and reports. Enter the desired information into the Description field. Enter "Copy final budget to initial".
Entering Budget Copy Groups Step 14 Use the Comments field to enter a more complete description or additional information about the group. In this example, the information will be entered for you.
Entering Budget Copy Groups Step 15 Use the Step field to identify the name of the process step that determines the processing order. Click in the Step field.
Entering Budget Copy Groups Step 16 Enter the desired information into the Step field. Enter "CLASSD".
Entering Budget Copy Groups Step 17 Use the Continue option for a particular step to have the system continue the copy even if the step fails.
Entering Budget Copy Groups Step 18 Click the Save button.
Entering Budget Copy Groups Step 19 You have successfully created the budget copy group to copy this period's final budget to next period's initial budget. End of Procedure.
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