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This activity allows you to copy the analysis budget details from one financial year to another. Tell me more.
Select the “Copy Analysis Budget” link under the “Account Based Budget” business component.
The “Copy Analysis Budget” page appears.
Enter the following field:
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Finance Book |
Use the drop-down list box to select the code identifying the destination finance book from which the details are to be copied. All the finance books mapped to the login organization unit are listed down for selection. The finance books are listed in the ascending order. |
Enter the following fields in the “Search Criteria” group box to search for the analysis details.
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Analysis Code From |
The starting number in the range of analysis code for which the details are to be copied to another finance book (Alphanumeric, 5). You can enter the code in full or specify it partially using the “*” character. The system lists all the analysis codes that are greater than or similar to the value entered here. |
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If this field is left blank and the “To” field is entered, then the system retrieves the analysis code from the first record till the analysis code specified in the “To” field. |
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To |
The ending number in the range of analysis code for which the details are to be copied (Alphanumeric, 5). You can enter the code in full or specify it partially using the “*” character. The system lists all the analysis codes that are lesser than the value entered here. The number entered here must be greater than the number entered in the “Analysis Code From” field. |
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If this field is left blank and the “Analysis Code From” entered, then the system retrieves the analysis codes starting from the number specified in the “Analysis Code From” field till the last record. |
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Description |
The description pertaining to the analysis code (Alphanumeric, 40). Enter the description in full or specify it partially using the ‘*’ characters. The system retrieves the analysis code whose description is similar to the value entered here. |
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Financial Year |
Use the drop-down list box to select the financial year from which the analysis budget that has to be copied. The system displays all the closed financial year for the selected finance book in the drop-down list box. The system displays the last closed financial year by default. |
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Financial Period |
Use the drop-down list box to select the financial period from which the analysis budget that has to be copied. The system displays all the closed financial period for the selected finance year in the drop-down list box. The system leaves this field blank by default. |
Note: The financial year and the period must be closed in the “Close Finance Book” activity of the “Financial Calendar Closure” business component.
Click the “Search” pushbutton to retrieve the analysis details in the multiline.
The system displays the following field:
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Copy Finance Year / Period From |
The financial year or the period from which the budget analysis details must be copied to the destination finance book. The system displays the year selected in the “Financial Year” field, if the “Financial Period” field is left blank. The system displays the period selected in the “Financial Period” field, if both “Financial Year” and the “Financial Period” fields are entered in the “Search Criteria” group box. |
Enter the following fields:
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Copy Finance Year / Period To |
Use the drop-down list box to select the destination financial year or the period to which the analysis budget details are to be copied. The system displays all the open financial year and the period of the selected finance book in the drop-down list box. You can copy the details to financial year or the financial period. |
Note: The “Copy Finance Year / Period To” must be greater than the “Copy Finance Year/Period From”.
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Copy Basis |
Use the drop-down list box to select the basis on which the budget details are to be copied to the destination financial year or the financial period. The options available are |
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The system displays the budget amount by default. |
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Budget Basis |
Use the drop-down list box to select the budget basis based on which the budget amount has to be calculated. The budget bases available are “Increase In Amount”, “Increase in Percentage”, “Decrease In Amount” and “Decrease in Percentage”. The system displays the “Increase In Amount” by default on launch of the screen. |
If “Budget Basis” selected is “Increase/Decrease in Amount”, then specify the amount in the text box.
If the “Budget Basis” selected is “Increase/Decrease in Percentage”, then specify the percentage in the text box.
The system displays the following fields in the “Analysis Details” multiline:
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Current Budget |
The current budget amount of the financial year. The system calculates this field on clicking the “Compute” pushbutton. |
Note: If the “Copy Basis” selected is “Utilized Amount” and the “Budget Basis” selected is increase or decrease in amount, then the current budget is the utilized budget as increased or decreased by amount specified in the text field.
If the “Copy Basis” selected is “Utilized Amount” and the “Budget Basis” selected is increase or decrease in percentage, then the current budget is the utilized budget as increased or decreased by percentage specified in the text field.
If the “Copy Basis” selected is “Budget Amount” and the “Budget Basis” selected is increase or decrease in amount, then the current budget is the budget amount as increased or decreased by amount specified in the text field.
If the “Copy Basis” selected is “Budget Amount” and the “Budget Basis” selected is increase or decrease in percentage, then the current budget is the budget amount as increased or decreased by percentage specified in the text field.
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Utilized Amount |
The amount that has been used for the financial year/ period. |
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Budget Amount |
The budget amount to set for the analysis code. |
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Currency |
The currency in which the budget amount is set which is the base currency. |
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Analysis Code |
The code identifying the analysis. |
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Description |
The textual description pertaining to the analysis code. |
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Sub Analysis Code |
The code identifying the sub analysis. |
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Description |
The textual description pertaining to the sub analysis code. |
Click the “Compute” pushbutton to calculate the current budget of the financial year.
The system calculates the current budget.
Check the box in the “Select” column of the multiline to mark the analysis details.
Click the “Copy Analysis Budget” pushbutton to copy the analysis budget from one financial year/ period to another.
To proceed, carry out the following
Click the “Attach Notes” link at the bottom of the page to record observations pertaining to the analysis budget that has been copied.
The financial year and the period must be closed in the “Close Finance Book” activity of the “Financial Calendar Closure” business component.
Copy the analysis budget based on the utilized or the budget amount
Copy the analysis budget based on the utilized or the budget amount
You can copy the budget details from one financial year to another financial year or period. You can copy the details based on the utilized or the budget amount.
Set the “Copy Basis” to “Budget Amount” for copying budget details based on the budget amount.
Set the “Copy Basis” to “Utilized Amount” for copying budget details based on the utilized amount.
Click the “Copy Analysis Budget” pushbutton to copy the details.
The analysis budget will be copied either for the financial year or for the financial period.
You can define the basis on which the budget is calculated.
Set the “Budget Basis” to “Increase in Amount” and specify the amount in the text field.
Set the “Budget Basis” to “Decrease in Amount” and specify the amount in the text field.
Set the “Budget Basis” to “Increase in Percentage” and specify the percentage in the text field.
Set the “Budget Basis” to “decrease in Percentage” and specify the percentage in the text field.