Copying Budget Definitions, Ledgers, and Ledger Groups
You can save time and effort by copying budget definitions that have previously been set up and quickly create budget definitions, ledgers, and ledger groups of the same type. You may also create different variations of definitions, ledgers, and ledger groups for existing budgets, including associated expenditures and revenue budgets. .
Note: This Budget Copy utility copies only the budget definition, ledgers, and ledger groups and does not copy budget trees or amounts.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
BUDGET_COPY |
To copy ledger and associated ledgers. |
Use the Copy Budget Definitions - Copy Ledgers page (BUDGET_COPY) to copy ledger and associated ledgers.
Navigation:
Commitment Control, Define Control Budgets, Copy Budget Definitions
Specify the SetID and Ledger Group name to identify the budget that is to be copies. The ledger group and its ledgers are displayed along with the ledger types and associated budgets.
Field or Control |
Description |
|---|---|
New Ledger Group |
Enter a name for the new ledger group. |
Ledger and Commitment Control Ledger Type |
These values are displayed from the budget that is to be copied. |
New Ledger |
Enter a name for the new ledgers. |
Copy Associated Budget |
Click to copy associated revenue or expense budgets. If the budget to be copied has no associated budgets, this portion of the page is not available. If the revenue budget has an associated budget, you can copy both. If you don't wish to copy the associated budget, uncheck Copy Associated Budget and only copy the revenue budget. |
New Associated Ledger Group |
Enter the new name for the copied associated budget. |
Copy |
Click to copy the budget |
To verify the newly created budget, access the Budget Definition page (Commitment Control, Define Control Budget, Budget Definitions).
Note: Once the newly created budget is verified, you must post the budget journals for the newly created budget definitions in order to use the budget definition.