Use this option to access the Move Budget page, where you can copy budget figures for selected Expenditure Ledger accounts from one approval level to the next. You can copy budget amounts from the Requested to the Recommended level or from the Recommended to the Approved level.
The amounts are copied in the expenditure budget worksheet. You can view the updated information using the Display Budget option. You can also save the ledger data to an iteration, if needed, using the Save Iteration option.
Important
You can copy budget amounts as many times as needed, except where a record's Freeze field is set at a particular level. For more information on copying budget amounts, refer to the following System Processing section.
Menu Path: Budget Preparation > Entry & Processing > Budget Preparation > Budget Administrator > click Apply/Move Budget in the Budget Administrator center's Expenditure section > select the Move Budget option in the Apply/Move Budget page, and then click Next
System Processing
When you use the Move Budget option, the system checks the Freeze field setting for each ledger account you select. The system will not overwrite a ledger account's data if it is frozen at the level where you are moving budget figures.
Following are the Freeze field settings associated with the Move Budget option:
R - Recommended Level - Cannot move amounts to the Recommended level.
A - Approved Level - Cannot move amounts to the Approved level.
N -Not Frozen - Can move amounts to either level.
Moving budget amounts from one level to the next
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Select Budget Preparation > Entry & Processing > Budget Preparation > Budget Administrator to display the Budget Administrator center.
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Click Apply/Move Budget in the Expenditure section.
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In the Apply/Move Budget page, select the Move Budget option, and then click Next.
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In the Move Budget page, select the level for moving your budget amounts:
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From Requested to Recommended
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From Recommended to Approved.
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Click Next.
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In the Select Criteria for Moving Budget page, enter criteria identifying the ledger accounts where you want to move your budget projections. Leave the search fields blank to select all Expenditure Ledger accounts.
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Click Finish.
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In the confirmation dialog, click Yes to move budget amounts to the level specified for the selected ledger accounts.