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Copy Budget |
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Steps to copy a budget:
1. First you must open the Budget Inquiry application and select the Accounts or Jobs tab.
2. Right click on the mouse in the header section of the Budget Inquiry screen and select Copy Budget.
3. The following screen will display. Select a From Budget Type and To Budget Type, From Fiscal Year and To Fiscal Year. Selecting an Account, Class and Job are optional.
If the From Budget Type and To Budget Type values are the same, the From Fiscal Year and To Fiscal Year values must be different.
If the From Fiscal Year and To Fiscal Year values are the same, the From Budget Type and To Budget Type values must be different.
The Job field is enabled if you select the Copy Budget option from the Budget Inquiry - Jobs tab.
4. Click on Copy Budget and a new budget document with a Budget ID with a "BE" prefix will be generated and accessible in the Budget screen. use Find Budget to locate the budget document. |