Budget Journal Copying

Open an existing commitment control budget journal using the commitment control Journal Entry page and you can copy it to a new budget journal entry online. This includes posted, unposted, edited, and edit required budget journals. Journals having an error status can also be copied.

Note:

Offset lines (if required) exist only in the activity log entries. They are not part of the budget journal and are recreated by the budget processor when the journal is posted.

When the copy process finishes successfully, the Commitment Control Journal Entry page is refreshed and is loaded with the newly copied journal.

If commitment control security is activated, the copied journal has a journal status of incomplete (I) that prevents it from being posted either online or in batch. When you save the newly copied journal, the process resets the journal status to none (N) and the commitment control security checking logic verifies security according to your applicable rules.

Security is controlled by the Budget Entry or Adjustment (ENT_ADJ) Security Event, as well as the commitment control security rules and the fields specified in the rules.

Note:

If you do not activate security for the Budget Entry, Transfer or Adjustment event, anyone who has general security access to these pages is able to enter, adjust, and transfer budget amounts.

Except for budget closing journals, you can use any budget journal as the source journal if you can open it from the commitment control journal entry page. This includes posted, unposted, edited and edit required budget journals.

Copying budget journal across different commitment control setups is not supported. Different setup means that if the journal date of the copied journal refers to a different effective dated row on the budget definition, you cannot copy the journal. The system prevents this action and issues an error message. Duplication of entries across commitment control ledger groups is handled by using the automatic generation of parent budget journals feature that enables you to generate parent budget level impacts from child budget journals.

Note:

Copy journal batch processing is not supported. Budget journals must be copied online.

Most of the data for the new journal comes from the source journal. However, some of the fields are populated from the copy request parameter or system overrides. For example, those lines having a budget period, the budget date is populated with values from the original journal but for lines without budget period, the budget date takes the value from the new journal date.

Currency exchange rates and base amount (monetary amount) are first copied from the source journal. If rate type is specified on the budget line, the copy process repopulates the line exchange rates according to the rate type and currency exchange date of the new journal. The copy process then recalculates the base amount using the new exchange rate.

With the exception of these changes, an exact copy of the source journal is created by the process. This includes all of the auto-generation of parent options that might be included in the original journal.

See Generate Parent Budgets, Budget Adjustments, and Budget Transfers Automatically.

See Generating Parent Budgets, Budget Adjustments and Budget Transfers Automatically.