Use the fields to specify the source of budget amounts that you want to copy.
Field | Description |
Year
|
If you select
Income Statement or
Balance Sheet in the
Copy Amounts From field, select the year of the Income Statement or Balance Sheet that contains the budget amounts to copy.
|
Copy Amounts From
|
Select the source of the budget amounts that you want to copy.
- Another Budget: Select this option to activate the From Budget lookup, where you can choose one or more consolidated general ledger budgets as the source to copy from.
- Detail Budget: Select this option to activate the From Budget lookup, where you can choose one or more detail general ledger budgets as the source to copy from.
- Income Statement: Select this option to copy amounts from the income statement.
- Balance Sheet: Select this option to copy amounts from the balance sheet.
|
From Budget
|
If you select
Another Budget or
Detail Budget in the
Copy Amounts From field, use this lookup to select budget(s) to use as the source. When you select more than one budget, the
From Budget fields display
Selected Budgets.
If you use multiple currencies, this lookup is filtered to only display budgets that match the currency of the reporting group.
|
From
Organization
|
This option displays if you select
Detail Budget as the budget source. Use the
Organization lookup to select one or more
organizations from which to copy actuals. This is useful for applying financials from multiple
organizations and when you want to create a future budget that is based on the actuals from the prior year.
When multiple
organizations are selected,
DPS sums the values from each budget to become the copy amount. You cannot view the break out of individual budget amounts once the values are copied.
The
Organization lookup includes all
organizations that your security role can access and that have the same functional currency. You can choose to include the top level or a subset of the
organizations, as needed.
|
Period Range
|
Select the range of periods from which to copy amounts.
|
Annualize amounts into annual budget
|
If you select this option,
DPS adds up the amounts for each period and enters the total in the
Annual field on the Budget grid.
If you do not select this option,
DPS leaves the
Annual fields blank. To display a total amount in the
Annual field, click
Reset Annual.
|
Copy for all
accounts
|
Select this option to copy amounts for all
accounts in the selected budget.
|