Clearing the local budget copy

During a budget edit, the budget data in a budget group is read from the cube. When a change request is released, the total budget data for each budget group is tracked locally. The local copy is used to edit transactions.

Use this action for budget templates with a budget group that is used in a released change request. Only budget groups with change requests have a local budget copy. When this action is performed, the local budget copy of the budget group is cleared. All local budget copies for the budget group are cleared for the selected template.

We recommend that this action is run under these circumstances:

  • After the budget change request is released.
  • Before Start Incremental Load is run.

    The incremental load cannot be started if a local copy of the budget exists in any active template in a scenario that has a local copy.

To verify the last cube refresh for general ledger totals, select the Cube Update Details tab on the budget scenario.

See Budget edits processing on page 134.

  1. Ensure that all change requests are in a released state.
  2. Run the Clear Local Budget Copy action.
  3. Suspend the Budget Edit Queue.
  4. Select Budgeting > Budget Scenarios.
  5. Open the scenario.
  6. On the Edit Templates tab, select a template.
  7. Click Actions > Clear Local Budget Copy. This action is available if a local budget copy exists.
  8. When the local copy is cleared for all templates, continue with the Budget Edit Queue.