Use this window to copy an existing budget scenario to a new budget scenario in the present company.

To open the window, choose: Financials > Budget Setup > Budget Scenarios, and then choose Copy Scenario.

Note: This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

Copy Budget Scenarios Window

Original Data

  • Database Name, Company Name – your current database and company name
  • Original Scenario – specify the scenario you want to copy

Destination Data

  • Database Name, Company Name – your current database and company name.
  • Destination Scenario – specify the target scenario to which you want to copy the original budget scenario data.

Find
Opens the Account – Selection Criteria window where you can define a range of accounts to be selected for the copy budget scenario procedure.

[Accounts Selection Table]
Specify the required accounts by selecting their rows in the X column. Click the column header to choose all or no accounts. In the upper right corner, you can choose the account display level.