Method 2: changing specific budget data

  1. Access Intracompany Mass Budgeting (FB120).
  2. Specify a Job Name and Description.
  3. On the Main tab, use these guidelines to specify the field values:
    To tab
    Function

    Select Change.

    Company

    Select the company that you are defining or maintaining budgets.

    Fiscal Year

    Specify the fiscal year that you are defining or maintaining budgets. If you leave this field blank, then the current year becomes the default value.

    Budget

    Select the budget number that you are changing or deleting. If you are copying an existing budget, then specify the new budget number in this field.

    From tab
    Fiscal Year

    Specify the fiscal year that you want to copy a budget from.

    Budget

    Select the budget number that you are copying from.

    Actuals

    Select whether to copy actual amounts, units, or both to the budget being modified.

  4. On the Options tab, identify additional report parameters.

    Use these guidelines to specify the field values:

    Transfer Compute

    (Optional) You can select Clear to remove the compute statement from the budget. The default setting is No. See Setting up computed budgets.

    Compute Name

    Select a compute statement to attach to the budget that you are creating.

    Transfer Amount

    Select whether amounts or units are transferred to the budget you are creating. The default setting is No. If you select the Change function, then you can select Clear to remove the compute statement from the budget.

    Add Zero Amounts

    Select whether actual zero amounts are added to the budget. The default setting is No.

    Periods

    (Optional) You can change budgets in a specific period range. Select the beginning and ending periods in these fields.

    Note: If you leave the beginning field blank, then all periods becomes the default value. If you leave the ending field blank, then the beginning period defaults. Valid values are 01-13.
  5. On the Ranges tabs, select specific levels and accounts that you want to change.

    Use these guidelines to specify the field values:

    From/Through

    On the Levels tab, you can change budgets in a specific variable level range. Select the beginning and ending levels in these fields.

    Note: To include all levels, specify 1 in the From field and 9's in the Through field.
    Accounts/Subaccounts

    On the Accounts tab, you can change budgets in a specific account/subaccount range. Select beginning and ending account ranges that you want to copy.

    Note: If you leave the beginning field blank, then all accounts/subaccounts are included. If you leave the ending field blank, then the beginning account/subaccount number becomes the default value.
  6. Run the report.