The CREATE NEW BUDGET CHART OF ACCOUNTS module creates a new set of accounts for a specified year based on an existing year.
If a new account already exists in the new year, it is not modified. The selection criteria screen can be used to select specific sets of accounts to be created.
Specific GL fields are updated if the GL already exists in the new year: Description, Expiry, Type (Units), Parent, Alert codes, GST tax code, factors 1 – 3, Budget Variance, GST pct exempt, Alias. The report will print COPIED TO NEW YEAR or UPDATE IN NEW YEAR.
ENTER YEAR TO COPY FROM
Enter the year you wish to make the copy from.
ENTER BUDGET ID TO COPY FROM
Enter the Budget ID to make the copy from or accept the '0'. This entry is bypassed if only one Budget ID defined for 'Copy From' year.
ENTER YEAR TO COPY TO
Enter the year for which you wish to create the accounts.
ENTER BUDGET ID TO COPY TO
Enter the Budget ID to make the copy to or accept the default of '0'. This entry is bypassed if only one Budget ID defined for 'Copy To' year.
SELECTION CRITERIA CODE
Press <FIND> for valid Criteria Codes. See Appendix AB for information on criteria function.