Summary

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

Step by Step

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

2     Complete the Copy Options section.

• Click the Revision to Copy field label to open the Revision Selection window.
  • The Revision Selection window will display all of the extended budgeting revisions that have been created in the database. You can filter the list by entering any combination of revision year, revision type and revision number in the Search Criteria section.
    • Click the Year field label to open the Year Selection window. Here you will have access to all budget years, both active and inactive, that have been created in the database. Click any of these budget years to populate the Year field in the Revision Selection window.
    • Click the Type field label to open the Type Selection window. Here you will have access to all budget types that have been created in the database. Click any of these budget types to populate the Type field in the Revision Selection window.
    • To filter the search by revision number, enter a revision number in the Revision field.
  • Highlight a revision in the lower section of the window and click the Confirm icon or press ENTER to select the highlighted revision and place it in the Revision to Copy field.
• Click the Target Revision field label to open the Revision Selection window. Complete the same revision selection process to populate the Target Revision field.
• Enter a percentage value in the Percent Change field.
  • The Percentage Change will adjust the copied revision by a relative percentage. If, for example, you would like the target revision to be three percent higher than the copied revision, you would enter %103 in the Percent Change field.
• Check the Copy accounts toggle to attach the Revision to Copy accounts to the Target Revision.
• 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 entry.
• Check the Copy documents toggle to attach the Revision to Copy documents to the Target Revision. Documents are created and maintained in the document maintenance window (EB> Maintenance> Document Types).
• Check the Override Attachments toggle to override any existing document attachments on the Target Revision with the document attachments on the Revisions to Copy.
  • This toggle will only be enabled if the Copy documents toggle is checked.
• 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.