Creating a budget from actuals

You can copy actual budget data from existing budgets to create new budgets. Use this procedure to copy actual budget amounts to create new budget records.

  1. Access Intracompany Mass Budgeting (FB120).
  2. On the Main tab, use these guidelines to specify the field values:
    Function

    Select Copy (M) to copy information from one budget to another to create a new budget.

    To Company/Fiscal Year/Budget

    Select the company number, fiscal year, and budget number that you will copy the budget information.

    Copy Fiscal Year

    Select the fiscal year that you will copy the budget information from.

    Copy Actuals

    Select whether actual data is copied as Amounts (A), Units (U), or Both (B).

  3. Select the Options tab to identify additional parameters. Use these guidelines to specify the field values:
    Transfer Compute

    (Optional) Select whether the compute statement is transferred to the budget you want to create. The default setting is No. See Defining a compute statement.

    Note: If you select Yes, then specify a compute name in the Compute Name field. You can select Clear only if you use the Change function.

    See Changing a budget.

    Compute Name

    (Optional) Select a compute statement to attach to the budget you want to create. See Attaching a compute statement to a budget.

    Transfer Amount

    Select Yes (Y) to transfer the actual amounts to the new budget.

    Add Zero Amounts

    Select Yes (Y) to copy records that contain zero amounts.

    Periods

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

    Note: If you leave the beginning field blank, then the default value will use all periods. If you leave the ending field blank, then the the default value will use the beginning period. Valid values are from 01 to 13.
  4. Select the Ranges tab to identify level and account information. Use these guidelines to specify the field values:
    From/Through

    On the Levels tab, you can copy 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 copy budgets in a specific account/subaccount range. Select beginning and ending account ranges that you will copy.

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