Load Budget Process

Explanation

Use this activity to load the budget process to the budget version of preferred choice. If a particular budget process contains many templates, the load budget process will aggregate the values in the template and will be fetched into the budget year and the period amounts. 

Prerequisites

Budget version, process and templates must have been created.  

System Effects

As a result of this activity the values in the budget templates will be fetched into budgets.

Window

Budget Versions

Related Window Descriptions

Budget Versions
Load Budget Process

Procedure

1. Open Budget Versions window.
2. Populate the window create a new budget version.
3. Select the budget version and use the right mouse button option Load Budget process.
4. Use List of Values to select budget process ID.
5. In the Exclude Budget Template Status group box you can select the check boxes relevant to the budget template status you want to exclude from being loaded into the budget version.
6. Use the List of Values to select from and until period.
7. Click OK.