Copying Budget Information from an Existing Job

If you copy accounts from a cost code structure that has associated budget information for the current year, you can also copy the budget information associated with the accounts. You have the option to copy budget information only when you create the cost code structure for a new job. You can copy existing budget information into a new job or multiple new jobs using one of these methods:

Copy Method	Description
Copy revised budgets.	The system copies the original budget, period balances, and balance forward information to a new job or multiple new jobs.
Copy original budgets.	The system copies only the original budget into a new job or multiple new jobs.
Copy revised budgets into original.	The system adds the original budget, period balances, and balance forward amounts together and updates the result as the original budget for a new job or for multiple new jobs.

You can only copy budget information when these conditions are met:

• The job from which you copy contains a current year budget.

• The Budget Amount Ledger Type processing option for the Job Cost Code Structures program (P51091) contains a valid ledger type. The system copies the budget information from the existing job ledger into the ledger type entered in the processing option.

• The budget ledger type entered in the Budget Amount Ledger Type processing option for P51091 is set up in the Ledger Type Master Setup program (P0025) with the Roll Original Budget to Next Year option selected.