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general:budgetprocessing:step16a

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Budget > Utilities > Budget Level Processing > Copy Level

After the Budget is approved, the Next Year Approved column must be populated before the accounts and amounts can be moved to Finance.

Typically, budget level processing scenarios are specific to your LEA.

Copy simulation data from one budget level to another:

❏ Under From Level:

Field Description
RequestedSelect to copy the Requested column level. If selected, the data replaces the data in the selected To Level.
RecommendedSelect to copy the Recommended column level. If selected, the data replaces the data in the selected To Level.
ApprovedSelect to copy the Approved column level. If selected, the data replaces the data in the selected To Level.

❏ Under To Level:

RequestedSelect to indicate that the data in the selected From Level column will replace the data in this column.
RecommendedSelect to indicate that the data in the selected From Level column will replace the data in this column.
ApprovedSelect to indicate that the data in the selected From Level column will replace the data in this column.

Note: You cannot copy the same From Level column to the same To Level column.

Click Execute to copy the selected From Level simulations to the selected To Level. A Copy Level report is displayed. Review the report.

Click Process to process the transfer of the selected simulation. Create a backup, if needed.

Click Cancel to cancel the process.

general/budgetprocessing/step16a.1522163702.txt.gz · Last modified: 2018/03/27 10:15 (external edit)