GL Administrator Copy Budget Report ranges and options

Ranges

See Report ranges.

Options

From Fiscal Year (Blank = Current Year): Specify the year associated with the budgets to be copied.
To Fiscal Year (Blank = Current Year): Specify the year to which the budgets are to be copied.; For example, the budgets set up in 2019 (From Fiscal Year) could be copied to future budgets for 2020 (To Fiscal Year).
From Company # (Blank = Current Co #): Specify the company number from which the budget will be copied into the new company. The new company is the company that you are signed in to.; If the company number you specify in the From Company # field is not the current company, you must have the Allow Intercompany Processing option selected on your SA Operator Setup record.
Old Revision # (Blank = Last Revision#): Specify a specific revision number. This revision number must be less than the new revision number. Leave this field blank to use the greatest revision number for each account code.
New Revision # (Blank = Next Revision#): Specify a new revision number. The new revision number must be greater than or equal to the old revision number you specified for the Old Revision #. Do not specify a revision number for a budget that already exists.; If you leave this field and the Old Revision # option blank, the next available revision number is used for each account code.
Overwrite Existing Budget?: Select Yes if the number you specified in the New Revision # field already exists and if the new budget should override it.; Select No if the number specified in the New Revision # field already exists and if the new budget should not override it.; For example, the current fiscal year is 2019, and the budget for a department has been approved for a 10% increase in 2020. Each account code budget currently has a separate revision number, but all account code budgets must be cohesively tied together in 2020 by one revision number.
% Of Budgeted Amounts: The budget period amounts are multiplied by the factor you specify in the % Of Budgeted Amounts field to calculate the new budget period amounts in the budget being created.; For example, if the new budget amount is to be 90% of the current budget period amount, specify 90 in this field. If the new budget amount is to be 10% above the current budget period amount, specify 110 in this field.
Print Detail Line: Select Yes to print the account code, year, revision number, and total of period amounts for each budget record created.; Select No to print only the totals for all budget records created.
Allow Changes to Annual Budget?: When you create a budget record, all period amounts are added to create an annual budget amount for that revision. If you change period amounts, the annual budget amount is usually left as its original value. For example, the annual budget could be the entire amount for the fiscal year, and the period amount is the annual budget allocated to each period.; Select Yes to create a new annual budget for each revision by totaling the period amounts each time a new revision is created.; Select No to leave the annual amount as its original amount.