Creating a budget template

You can copy an existing budget without transferring budget amounts, to create a budget template. Budget records are added to the template to create a shell for a new budget. You can define the new budget in Period Budget, Rate (FB20.1) or Budget by Period (FB21.1). Use this procedure to create a budget template.

  1. Run Intracompany Mass Budgeting (FB120).
  2. On the Main tab, select values in the Company, Fiscal Year, and Budget fields. In the Function field, select Copy.
  3. On the Options tab, use these guidelines to specify the field values:
    Transfer Compute

    Select No (N) to prevent the transfer of the compute statement to the budget you want to create. See Setting up computed budgets.

    Compute Name

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

    Transfer Amount

    Select No (N) to keep the actual amounts from transferring to the new budget.

    Add Zero Amounts

    Select No (N) to keep actual zero amounts from adding to the Budget field.

    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 the default value is all periods. If you leave the ending field blank, then the default value is the beginning period. Valid values are from 01 to 13.