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How to create a test Budget Version

1.3.0.1 Jan 7 2020

1. Set Budget Version and Salary Budget Version to Active:

Uncheck Inactive Flag:




Uncheck Inactive Flag:



2. Copy GL Budget – GL Budget Utilities




GL Budget Utilities – AA: Utilities Page 1




Utilities By Version and Type:




Version: Select Source Budget Version

What to Include: 
All: Selecting All will copy all GL Non-Salary and Salary Transactions.
Salary: Selecting Salary will copy all  Salary Transactions only.
Non-Salary: Selecting Non-Salary will copy all GL Non-Salary only.

Source Code Type and Reason Code if set will act as a filter and only copy selected transactions.

Clone Source to Target Version





3. Copying Salary Budget
Budget Manager – Salary Budget Utilities”


B: Page 2




Salary Version Utilities:




Select Source Salary Budget Version
Select Target Salary Budget Version
All Tables – Check if all calculation Tables to be copied.
Delete Target – Check if Target to be deleted first.

Copy Salary Version