Copying a budget journal entry

To define a budget journal entry that is similar to an existing entry, you can copy the existing budget journal entry, and then make necessary changes. Use this procedure to copy a budget journal entry.

  1. Access Budget Journal Entry (FB40.1).
  2. Click New Journal Entry to open Define Budget Journal (FB40.2).
    Note: You can copy a budget journal entry with any status, including History.
  3. Inquire on the budget journal entry that you will copy.
    Note: Do not assign a period to the budget entry that you are creating because one budget journal entry may have transaction lines that cover a number of periods.
  4. Click Copy to open Additional Information (FB40.4).
  5. Use Additional Information (FB40.4) to select options for copying the budget journal entry. Use these guidelines to specify the field values:
    New Entry
    Note: The New Entry company and fiscal year will use the default values from the Existing Entry fields unless you override the values.
    Company

    Select the company number where you will copy the journal entry.

    Fiscal Year

    Specify the fiscal year where you will copy the journal entry.

    Budget

    Specify a new budget number for the new entry that you will create.

    Adjustment Code

    Specify or select the budget adjustment code that you will apply to the new budget journal entry. You can specify or select existing and active budget codes only.

    Type, Journal

    Select a journal type and an existing journal entry number that you will use for process control of the double budget entry detail.

    Note: Leave the New Journal field blank. The system automatically creates the control group number.
    Reverse Values

    This field enables you to reverse the values of the existing entry in the copied journal entry.

    Copy Comments

    This field determines whether you can copy comments for the journal entry.

    New Description

    Specify a description for the new journal number. Each transactions line will use this as the default setting.

    Note: If you leave this field blank, then the default setting will use the journal header description.