Automatic Budget Copy

Automatic Budget Copy - Fields

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Copy to Budget - Year

Select the fiscal year of the budget to copy to.

Copy to Budget - Budget

Select the budget to copy to. This field displays budgets defined in the General Ledger Options window. For more information, see Copy a Budget.

Note: After you copy a budget, the selected budget is updated immediately. There is no revision register.

Copy Based On - Year

Select the fiscal year of the budget you are copying information from.

Copy Based On - Budget

Select the budget or activity you are copying information from. This field displays budgets defined in the General Ledger Options window or actual posting activity from any fiscal year. The amounts from the selected budget or activity can be copied or can be adjusted by an amount or a percentage based on the revision method selected.

Although the budget selected in this field is usually a different budget than the budget selected in the Copy to Budget field, you can use the same budget for both categories to automatically increase the existing budget amounts by a fixed percentage or amount.

Revision Method

Select the revision method used to calculate how the budget selected in the Copy Based On field is copied.

Select Copy Amount to copy the budget amounts from the budget selected in the Copy Based On field to selected periods for the budget selected in the Copy to Budget field without any adjustments.

Select Percent Change to increase or decrease current amounts by a percent entered in selected periods of the budget selected in the Copy Based On field and apply these new amounts to selected periods for the budget selected in the Copy to Budget field. This method is most appropriate for changing a large range of accounts.

Select Amount Change to add or subtract an amount entered from the current amounts in selected periods of the budget selected in the Copy Based On field and apply these new amounts to selected periods for the budget selected in the Copy to Budget field.

Select New Budget to replace budget amounts for selected periods of the budget selected in the Copy to Budget field with the value entered.

Starting Period

Select the starting period that revision changes are automatically calculated for using the budget selected in the Copy Based On field and the selected revision method.

Ending Period

Select the ending period that revision changes are automatically calculated for using the budget selected in the Copy Based On field and the selected revision method.

Revision Percent/Amount

If New Budget is selected in the Revision Method field, enter the new budget amount for the selected periods.

If either Percent Change or Amount Change is selected in the Revision Method field, enter the percentage or amount to change the budget while copying. To increase amounts, enter a positive number. To decrease amounts, enter a negative number by preceding the number with a minus (-) sign. This field is available only if an option other than Copy Amount is selected in the Revision Method field.

Entry Sample

Enter....

If....

10.00%

Percent Change is selected in the Revision Method field and you want to increase the budget amount by 10 percent.

-10.00%

Percent Change is selected in the Revision Method field and you want to decrease the budget amount by 10 percent.

100.00

Amount Change is selected in the Revision Method field and you want to increase the budget amount by $100.

-100.00

Amount Change is selected in the Revision Method field and you want to decrease the budget amount by $100.

Rounding Factor

Select the method for rounding off the copied budget amount when the calculation applied to the budget amounts for the budget selected in the Copy Based On field is complete. The rounding factor determines how the new budget amounts are rounded.

Example - How Amounts are Rounded

If the copied budget amount is calculated as $12,350.89, it is rounded as follows based on the rounding factor selected:

Cents: 12,350.90

Dollars: 12,351.00

Hundreds: 12,400.00

Thousands: 12,000.00

Enable Account Selections

Select this check box to enable the Operand and Value fields for selecting accounts. Clear this check box to disable the Operand and Value fields for selecting accounts.

Operand
Select an operand to limit your selection to a particular value or range of values. When selecting a value using the Lookup button or entering a value directly into the Value field (and moving out of the field), the operand automatically changes to Equal to. Likewise, when selecting a value using the Lookup button for a range or entering values directly into both Value fields, the operand automatically changes to Range.
The following operands are available:
Operand
Operand Function
All Selects all information for the Select Field.
Begins with Selects only the information for the Select Field that begins with the value entered in the Value field.
Ends with Selects only the information for the Select Field that ends with the value entered in the Value field.
Contains Selects only the information for the Select Field that contains the value entered in the Value field.
Less than Selects only the information for the Select Field that is less than, but not equal to, the value entered in the Value field.
Greater than Selects only the information for the Select Field that is greater than or equal to the value entered in the Value field.
Range
When Range is selected, two Value fields are used. Information is selected that is greater than or equal to the first value entered and less than or equal to the second value entered in the Value fields.

Entering a range of account numbers produces different selection results than entering a range of main accounts and segments. When you specify a range of account numbers, all account numbers in that range are selected. When you specify a range of main accounts, all accounts beginning with the specified main account numbers are selected. Main account selections override account number selections.

Note Entries in the "From" Value field may change to the entry made in the "To" Value field, if the "From" Value contains a lowercase letter and the "To" Value contains an uppercase letter. This occurs because lowercase letters are greater than uppercase letters. For example, if 01a is entered in the "From" Value field and 01C is entered in the "To" Value field, the "From" Value field changes to 01C.
Equal to
Selects only the information for the Select Field that is equal to the value entered in the Value field.
Not Equal to
Selects only the information for the Select Field that is not equal to the value entered in the Value field.

Additional operands are available for date Select fields. The system date is used to calculate the date ranges. When one of the date operands is selected, the Value fields automatically default to the appropriate dates.
Multiple values can be entered using a comma (,) to enlarge the selection criteria. You can also use alternate separators (other than the reserved comma) to separate multiple selection values.
Note When alternate separators are used, the value list must end with the alternate separator character.

The alternate separators include the following:

~ ! @ # $ % ^ & * ( ) = [ ] \ ; " / _ + { } | : < > ?

Note If you enter a value that contains a comma (for example, if a vendor number is 01-SAGE,WEST), then you must enclose the value with an alternate separator (for example, %01-SAGE,WEST%). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").

Value
Enter a value based on the operand entered, or click the Lookup or Calendar button to select a value from the list. Multiple values can be entered by using a comma or alternate separators to separate values.
You can enter single or multiple values as follows:
Operand
Value
All Selects all information for the Select Field.
Begins with
Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Ends with
Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Contains
Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Less than Only single values are allowed.
Greater than Only single values are allowed.
Range Both Value fields are used to define a range. Only single values are allowed at each Value field.
Equal to Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Not Equal to
Multiple values are separated by a comma or alternate separator. An AND condition is assumed.
Note If you enter a value that contains a comma (for example, if a vendor number is 01-SAGE,WEST), then you must enclose the value with an alternate separator (for example, %01-SAGE,WEST%). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").

Enter....	If....
10.00%	Percent Change is selected in the Revision Method field and you want to increase the budget amount by 10 percent.
-10.00%	Percent Change is selected in the Revision Method field and you want to decrease the budget amount by 10 percent.
100.00	Amount Change is selected in the Revision Method field and you want to increase the budget amount by $100.
-100.00	Amount Change is selected in the Revision Method field and you want to decrease the budget amount by $100.

Operand	Operand Function
All	Selects all information for the Select Field.
Begins with	Selects only the information for the Select Field that begins with the value entered in the Value field.
Ends with	Selects only the information for the Select Field that ends with the value entered in the Value field.
Contains	Selects only the information for the Select Field that contains the value entered in the Value field.
Less than	Selects only the information for the Select Field that is less than, but not equal to, the value entered in the Value field.
Greater than	Selects only the information for the Select Field that is greater than or equal to the value entered in the Value field.
Range	When Range is selected, two Value fields are used. Information is selected that is greater than or equal to the first value entered and less than or equal to the second value entered in the Value fields. Entering a range of account numbers produces different selection results than entering a range of main accounts and segments. When you specify a range of account numbers, all account numbers in that range are selected. When you specify a range of main accounts, all accounts beginning with the specified main account numbers are selected. Main account selections override account number selections. Note Entries in the "From" Value field may change to the entry made in the "To" Value field, if the "From" Value contains a lowercase letter and the "To" Value contains an uppercase letter. This occurs because lowercase letters are greater than uppercase letters. For example, if 01a is entered in the "From" Value field and 01C is entered in the "To" Value field, the "From" Value field changes to 01C.
Equal to	Selects only the information for the Select Field that is equal to the value entered in the Value field.
Not Equal to	Selects only the information for the Select Field that is not equal to the value entered in the Value field.

Operand	Value
All	Selects all information for the Select Field.
Begins with	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Ends with	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Contains	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Less than	Only single values are allowed.
Greater than	Only single values are allowed.
Range	Both Value fields are used to define a range. Only single values are allowed at each Value field.
Equal to	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Not Equal to	Multiple values are separated by a comma or alternate separator. An AND condition is assumed.