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Trace: • Post the simulation • Update tables • Copy level - Budget level processing • pmis_district_admin_setup_forecast_conversion_existingusers
general:budgetprocessing:step1

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general:budgetprocessing:step1 [2020/11/12 15:37] – emorenogeneral:budgetprocessing:step1 [2026/02/13 17:27] (current) – emoreno
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-\\  [[budget:utilities:clearcopybudgettables:copyfinancetablestobudget|Budget > Utilities > Clear/Copy Budget Tables > Copy Finance Tables to Budget]] +=====Update tables===== 
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 +[[budget:utilities:clearcopybudgettables:copyfinancetablestobudget|Budget > Utilities > Clear/Copy Budget Tables > Copy Finance Tables to Budget]] 
  
 Update the budget account code tables in the next year file ID (file ID N).  Update the budget account code tables in the next year file ID (file ID N). 
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 {{:general:budget_process_-_copy_finance_tables_to_budget.jpg|Copy Finance Tables To Budget}} {{:general:budget_process_-_copy_finance_tables_to_budget.jpg|Copy Finance Tables To Budget}}
  
-VCV Click {{:general:budgetprocessing:double_arrow_button.jpg|Double-arrow Button}} to move all code tables from the left side of the page to the right side of the page. +VCV Click {{:general:budgetprocessing:double_arrow_button.jpg|Double-arrow Button}} to move all code tables from the left side to the right side of the page. 
  
 <WRAP Box> <WRAP Box>
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   * Click **Execute** to begin the process of copying the Finance tables to Budget. The selected Finance table reports are displayed.    * Click **Execute** to begin the process of copying the Finance tables to Budget. The selected Finance table reports are displayed. 
   * Review the reports and click **Process** on each report to copy the Finance table data to Budget and continue to the next report. Or, click **Cancel** on the report if you do not want to copy the selected table.    * Review the reports and click **Process** on each report to copy the Finance table data to Budget and continue to the next report. Or, click **Cancel** on the report if you do not want to copy the selected table. 
-  * When the process is complete, a message is displayed either indicating that all tables were successfully copied or that selected tables have not been copied. Click **OK**. +  * When the process is complete, a message is displayed either indicating that all tables were copied successfully or that selected tables have not been copied. Click **OK**. 
- +\\   \\
 VCV If **Preview Data** is not selected: VCV If **Preview Data** is not selected:
  
-  * Click **Execute** to copy the Finance tables to Budget. A message is displayed indicating that the selected tables have been successfully copied. Click **OK**.  +  * Click **Execute** to copy the Finance tables to Budget. A message is displayed indicating that the selected tables have been copied successfully. Click **OK**.  
- +\\  \\ 
- +If this step is not processed, account codes that exist in the Finance file ID C but do not exist in the Budget file ID are not updated. 
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-If this step is not processed, account codes that exist in the Finance file ID but do not exist in the Budget file ID are not updated. \\  \\ +
  
 <WRAP box>**Note**: This step adds the fund/fiscal year for the new school year.</WRAP> <WRAP box>**Note**: This step adds the fund/fiscal year for the new school year.</WRAP>
general/budgetprocessing/step1.1605195472.txt.gz · Last modified: 2020/11/12 10:37 (external edit)

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