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Amounts not being copied when copying a budget projection

Amounts not being copied when copying a budget projection

Description of Issue

Copied a budget projection but the new projection does not have any amounts while the original does

Context
  • Define/Start Budget Projection

  • Next Year Budget Entry

  • Central Budget Entry

Cause

Original projection is not rolled to the highest budget level and the 'Copy max. budget level' option was selected

Resolution

Unselect the 'Copy max. budget level' option when copying the projection

or

Roll the original projection amounts to the highest level:

Enterprise ERP > Financials > Budget Processing > Roll/Factor/Merge Projection

  1. Click Search

  2. Enter projection number

  3. Click Accept

  4. Click Roll/Factor

  5. Click Search

  6. Click Accept

  7. Click Roll/Factor

  8. Select necessary options

  9. Click Accept

  10. Click Yes

Additional Information










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