Carrying forward schedules

We recommend that you run the Carry Forward process only after the data is loaded.

  1. Select Data Transfer and Processes > Entity Data Transfer > Carry Forward > Carry Forward Schedules.
  2. In the Choose Source section, specify the configuration set, version, period, entity, and schedule from which to copy data.
    You can select multiple entities and schedules. Only base schedules are available because main schedules do not have an opening balance.
    Note: Schedules which are not development schedules are also available. We recommend that you do not select them, to avoid carrying forward, for example, differences between payables and receivables.
  3. In the Choose Target section, specify the configuration set, version, and period to which to transfer data.
    You can select multiple periods.
    Note: If the financial year is the calendar year, the source period is usually December (period 12). In this case, we recommend that you select all periods of the consecutive year as the target periods (periods 1-12 of the consecutive year).
  4. Click Run Process.