Description of Issue

How can I post the 2nd year budget detail of a 24 month budget projection

Context

Define/Start Budget Projection

Munis 10.5 to 2018.1

Resolution

Follow these steps to separate and post the second year from the biennial projection:

Financials > General Ledger Menu > Budgeting > Define/Start Budget Projection

Click Search
Enter [biennial projection number]
Accept
Duplicate/Copy
Enter [biennial projection number] in Original projection number field
Enter [new projection number] in New projection number field
Enter [description] in Description field
Put a check mark in Roll budget years
Verify Include budget detail is checked (should be checked by default)
Accept

Financials > General Ledger Menu > Budgeting > Next Year Budget Entry

Click Search
Enter [new projection number]
Accept
Review the budget detail reflects only the second year

Once confirmed use Roll/Factor/Merge Projection to roll the new projection to the highest budget level. The projection can now be posted using either Post to Master for Report (posting to next year relative to current year in GL Settings) or Budget Completion Journal/Update (posting to current year in GL Settings)

Cause

Munis version 2019.1 has enhanced options for biennial budgeting

Additional Information

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