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Need to move budget detail to different account

Need to move budget detail to different account



Description of Issue

Need to move budget detail to different account



Context

Next Year Budget Entry



Cause

Budget detail was entered into the wrong account. Need to move it to correct account



Resolution

Financials > Budget processing > Next Year Budget Entry

  1. Enter Projection information

  2. Click Accept

  3. From the Account group, select the account from which to move detail lines.

  4. Click Accept

  5. Click Move Detail. The program displays a warning message that indicates only non-monthly detail will be moved.

  6. Click Yes. The program displays the Move Detail screen.

  7. In the Move to Account group, enter the account to which to move the detail lines. You must enter an account that exists on the projection.

  8. Click Accept. The program makes the Detail Selection group available.

  9. Select the checkbox for each detail line to move.

  10. Click Accept. The program moves the detail lines to the new account and returns to the Next Year Budget Entry screen.



Additional Information












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