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Scenario Copy Screen

Tue, 2018-05-15 10:46 — amitra

Overview

The Scenario Copy Interface allows for movements of Budget Versions and related Budget Plans across different Scenario’s. This interface can be used at the start of each Fiscal Period to begin the budgeting process for a new budget cycle as it enables the Budget Manager to copy previous year’s information such as business parameters, Budget Ceilings, Budget Structures and Budget Versions to the new Scenario.

 

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Budget Planning ► Interfaces ► Scenario Copy Screen

 

Scenario Copy Screen Fields

Field

Description

Source Scenario

Scenario ID, selected by users, from the list of Scenarios allowed by the user security.

Source Scenario Name

Brief description of the source scenario selected by the user.

Destination Scenario Type

Type of Scenario Copy.  Default is “Copy to New Scenario”.  Possible values are “Copy to new Scenario”, and “Copy to existing Scenarios”.

Destination Scenario ID

Destination Scenario ID manually entered by the user if the System Parameter Generate Scenario ID is set to false and Destination Scenario Type is set to “Copy to new scenario”.

Destination Scenario Name

Brief description of the destination scenario, entered by users.  This field is only required if Destination Scenario Type is set to “Copy to new scenario”.

Destination Scenario

Scenario selected by the user, if Destination Scenario Type is set to “Copy to existing scenario”.

Copy Parameters

If checked, the Copy Scenario Process will copy all active records of the Scenario Parameter that correspond to the Source Scenario.

Copy Ceilings

Possible values are: “No”, “From Budget Ceilings”, “From Budget Lines”. If set to “No”, the Budget Ceilings are not copied from the Source Scenario. If set to “From Budget Ceilings”, the Copy Scenario Process will copy all active records of Budget Ceilings from the Source Scenario. If set to “From Budget Lines”, the Copy Scenario Process will create Budget Ceilings from the Budget Lines of the selected Source Budget Plans.

Ceilings Source COA Group

COA Group with “Apply for Ceilings” set to True, from the Source Scenario. This field is only visible if Copy Ceiling is set to “From Budget Lines”.

Ceilings Source Budget Version

Budget Version selected from the Source Scenario, if Copy Ceiling is set to “From Budget Lines”.

Ceilings Destination COA Group

For each Source COA Group, a Destination COA Group should be specified, from the list of COA Groups of the Destination Scenario, if Destination Scenario Type is set to “Copy to existing Scenario”, or from the list of COA Groups of the Source Scenario, if Destination Scenario Type is set to “Copy to new Scenario”.

Copy Budget Plan Structure

If checked, the Copy Scenario Process will copy all records of Budget Plan Structure, associated to the selected Source Scenario. This field is only visible if Destination Scenario Type is set to “Copy to a new Scenario”.

Copy Budget Versions

If checked, the Copy Scenario Process will copy the selected Budget Versions, and Budget Plans that belong to the selected Budget Version(s).

Copy Budget Plan

If checked, the Copy Scenario Process will copy the selected Budget Plans from the Source Fiscal Year to the Destination Fiscal Year.  This field is only visible if Destination Scenario Type is set to “Copy to Existing Scenario”.

Allow Copy Between Different Budget Plan Structures

If checked, the user will need to specify the Source COA Group and the Destination COA Group for the Budget Plan Structure.  This field is only visible if Destination Scenario Type is set to “Copy to existing Scenario”, and Copy Budget Plan Structure is set to False.

Source Budget Versions Tab

Users could select one or more Budget Version, associated with the Source Scenario. This information is required if Copy Budget Versions is set to True, or Copy Budget Plans is set to “True”.

Copy All Fiscal Years

If checked, the Copy Scenario Process will copy all Fiscal Years of the Source Budget Version, for a specified Destination Budget Version. This field is only visible if Copy Budget Versions is set to TRUE, or Copy Budget Plans is set to True.

Copy all Source Fiscal Years for all Budget Versions

If checked, the Copy Scenario Process will copy all Fiscal Years, from all Source Budget Versions. This field is only visible if Copy Budget Versions is set to TRUE, or Copy Budget Plans is set to True.

Ceilings Source Budget Plans Tab

From the Budget Version listed under Ceilings Source Budget Version", the system allows the selection of one(1) or more Budget Plans associated with the "Ceilings Source COA Group" selected.

Source and Destination Coa Groups Tab

This allows users to select a Source COA group from a list showing all COA groups attached to the Source Scenario and a Destination COA Group from a list showing all COA groups attached to the Destination Scenario. This information is required if Allow Copy Between Different Budget Plan Structures is set to True.

Source and Destination Fiscal Year Tab

This allows the user to select one Destination Fiscal Year for each Source Fiscal Year. This tab is only visible if Copy All Fiscal Years is set to False.