Summary

The Copy Entries function creates a copy of the general ledger budgets inside an entry. You do not have the option to paste the copied accounts to other revisions or budgets. They will be pasted in the same entry you are copying.

Step by Step

1     Open the Copy Entries window (EB> Utilities> Copy Entries).

2     Complete the Copy Options section.

• Click the Entry to Copy field label to open the Entry Selection window.
  • The Entry Selection window will display all of the extended budgeting revision entries that have been created in the database. You can filter the list by entering a revision number and/or entry name in the Search Criteria section.
    • Click the Revision field label to open the Revision Selection window. Here you will have access to all revisions that have been created in the database. Click any of these revisions to populate the Revision field in the Entry Selection window.
  • Highlight an entry in the lower section of the window and click the Confirm icon or press ENTER to select the highlighted entry and place it in the Entry to Copy field.
• Click the Target Entry field label to open the Entry Selection window. Complete the same entry selection process to populate the Target Entry field.
• Enter a percentage value in the Percent Change field.
  • The Percentage Change will adjust the copied entry by a relative percentage. If, for example, you would like the target entry to be three percent higher than the copied entry, you would enter %103 in the Percent Change field.
• Check the Copy details toggle to copy the Entry to Copy details to the Target Entry. The details include any account information associated with the selected revision.
• Check the Copy documents toggle to attach the Entry to Copy documents to the Target Entry. Documents are created and maintained in the document maintenance window (EB> Maintenance> Document Types).
• Click the Confirm icon to process the job immediately or enter a date and time in the field next to the Confirm icon to schedule the job to process at a later time.
  • You can view the progress of the job process on the Job Viewer window in SS> Utilities> Show Scheduled Jobs.