Opening a Budget Year
You can enter and update budget amounts only for open budget years. Once you open a new fiscal year for your budget, it remains open. For best performance, do not open a budget year until you are ready to use it.
Note: If you want to use AutoCopy to create a new budget, do not open any budget years before copying your budget information. You cannot use AutoCopy if your destination budget has any open years.
To open the next budget year:
1. Navigate to the Define Budget window.
2. Enter or query a budget.
3. Choose Open Next Year.
See Also
Copying Budget Amounts from an Existing Budget
