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General Ledger automatically runs Journal Import when you leave the Budget Transfer form to create an unposted budget journal batch. Post the budget journal batch to update your budget balances.

Prerequisite

   Enter budget amounts or budget journals

   To transfer budget amounts when not using budgetary control:

1. Navigate to the Budget Transfer window.

2. Enter the Budget for the amounts you want to transfer. You must choose an open or current budget.

3. You can enter an optional Batch Name to identify the resulting budget transfer journal.

4. Enter the Currency for the amounts you want to transfer. To transfer statistical amounts, enter STAT.

5. Enter the Budget Organization From which you want to transfer amounts. If the budget organization is password protected, you must enter the password before you can transfer budget amounts.

6. Enter the Account From which you want to transfer amounts. The account must be assigned to the budget organization for this currency.

7. Enter the Budget Organization To which you want to transfer amounts. It can be the same or different from your From Budget Organization. If the budget organization is password protected, you must enter the password before you can transfer budget amounts.

8. Enter the Account To which you want to transfer amounts. You can only choose accounts that are denominated in the currency specified, and assigned to the budget organization you specified.

9. Choose Transfer Amounts and specify the fixed amounts or percentages of account balances you want to transfer.

10. Save your work.

11. Leave the window. General Ledger automatically runs Journal Import to create an unposted budget journal batch.

12. Post the budget transfer batch.

See Also

Defining Budget Organizations

Protecting a Budget with a Password

Transferring Budget Amounts Using Budgetary Control

Entering Budget Transfer Amounts