Copying G/L Budgets

Use the G/L Budget Copy screen to copy a budget of an account, branch, or year into the displayed budget on the G/L Budget Maintenance screen. For example, if you already have an accounts payable budget that is very similar to the accounts receivable budget you want to create, you can copy the first one to create the second one, which would then need only a few changes to update it.

To copy a G/L budget:

From the G/L menu, select G/L Budgeting to display the G/L Budget Maintenance screen.

Display the account to which you want to copy a budget by completing the following fields:

Field	Description
Account	The general ledger account name. Enter or select an account.
Branch	The branch number of the account for which the copied budget applies. Enter or select a branch.
Year	The fiscal year for which you want to create the budget. Enter the year and click Update.

Use the Copy From hot key to display the G/L Budget Copy screen.
In the Account to Copy From field, press F10, select an account, and press Enter.
If you want to copy the budget amounts from the account's subledger, enter the subledger account in the Subledger to Copy From field.
In the Branch of Account field, enter the branch of the account for the budget you are creating and press Enter.
In the Year of Budget to Copy field, do one of the following:

Press Enter to accept the default of the current year.
Enter a new year and press Enter.

In the Percentage of Budget field, enter the percentage of dollars of the copied budget that you want in the new budget and press Enter.

For example, the accounts receivable budget that you are copying is $100,000. The accounts payable budget that you are creating is $85,000. Enter 85 in this field to use 85 percent of the copied budget. The numbers in the new budget would reflect $85,000.

After you press Enter, the G/L Budget Copy screen closes and the G/L Budget Maintenance screen displays with the copied budget. Use the procedure for Creating G/L Budgets to adapt the copied budget to meet your needs.