Save time when defining budget details by copying budget information.
Follow these steps to copy budget information.
Open the Copy budgets form (UBBCPY).
Budget—Click to select the budget from which you want to copy data.
Year—Click to select the year from which you want to copy data.
New budget—Click to select the budget to which you want to copy data.
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You can also enter a budget that is not in the list of values. Datastream 7i will create the budget. The calendar and structure of the original budget and the new budget must be equal. |
New year—Click to select the year to which you want to copy data.
Status—Click to select a budget status.
Keep values—Select to retain the values you enter. This option does not affect data on reports.
Select one of the following options:
Budgets maintained—Select to maintain the budget amount for the next period.
Budgets calculated—Select to calculate a new budget for the next period.
Budgets set to zero—Select to set the budget amount to zero when updating.
Click from the reports toolbar. Datastream 7i copies the budget and saves the information to the database.