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budget:utilities:clearcopybudgettables:copyfinancetablestobudget
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Copy Finance Tables to Budget - BUD7000

Budget > Utilities > Clear/Copy Budget Tables > Clear/Copy Finance Tables to Budget

This tab is used to copy current year finance tables to Budget.

Copy finance tables:

All available finance tables are displayed on the left side of the page. Select the tables to be copied and use the following buttons to move the selected tables to the right side of the page.


Single Forward Arrow - Click to move selected entries from the left side to the right side of the page.
Double Forward Arrow - Click to move all entries from the left side to the right side of the page.
Single Back Arrow - Click to move selected entries from the right side to the left side of the page.
Double Back Arrow - Click to move all entries from the right side to the left side of the page.

Field Description
Preview Data

Select to view the data records being copied to the budget tables.

If selected, a preview report of each current year table being copied to the next year is displayed.

If not selected, a message is displayed indicating that the tables were successfully copied.

ExecuteClick to execute the process.

A message is displayed prompting you to create a backup.

  • Click Yes to continue the process and create a backup. A message is displayed with the export file name.
    • Click Execute to continue processing the backup. A message is displayed prompting you for an archive password.
    • Type a password and click OK. Otherwise, click Cancel.
    • A message is displayed indicating that the process was complete. Click OK.
  • Click No to continue the process without creating a backup.

If Preview Data is selected, the Data Preview - Fund (Function, Object, Subobject, Org, or Program) Code Table report is displayed with the account code information that was copied for each account code element. Each element code table must be reviewed, and processed or canceled to display the next element code table.

Review the report.

  • Click Process to continue.
  • Click Cancel to cancel and return to the Copy Finance Tables to Budget tab.
  • A message is displayed indicating the process was completed. Click OK.
budget/utilities/clearcopybudgettables/copyfinancetablestobudget.1483368952.txt.gz · Last modified: 2017/01/02 09:55 (external edit)

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