Copying Account Ranges from an Existing Budget Organization
If you have not assigned account ranges to a budget organization, you can copy the range assignments from another budget organization using AutoCopy. If you are using dynamic insertion for your set of books, General Ledger creates new accounts for your budget organization when necessary, provided the accounts do not violate any enabled cross-validation rules.
After using AutoCopy, you can add other account ranges to the budget organization, or delete copied ranges from your budget organization.
To copy account ranges from an existing budget organization:
1. Enter the name of the budget organization you want to Copy From.
2. Enter Segment Overrides to tell General Ledger which account segment values you want to change for the new budget organization. You must designate at least one segment override because you cannot assign identical accounts to multiple budget organizations.
Enter the Override Segment Value next to the segment(s) you wish to override. For example, if you want to copy the accounts in department 100 (the source budget organization) to department 200, enter the value 200 as the department segment override. General Ledger will then copy all of the accounts for department 100, but will change all department values to 200.
If you specify a segment override for a dependent segment, you must enter an override segment for the segments (if any) on which it depends.
See Also
Assigning Account Ranges to a Budget Organization (to add more account ranges to your budget organization)
Adding or Changing Individual Accounts (to review, add, or change specific account assignments within a range)
