How to: Copy a Purchase Budget

Retail Purchase Budget has the functionality to let the user copy the budget entries from a source budget to a destination budget. By using the copy budget functionality, you can also replace the value of Division Code, Item Category Code, and Product Group Code of the copied entries.

To copy a Purchase Budget

  1. Click the icon, enter Retail Purchase Budget List, and select the relevant link.
  2. Select the Retail Purchase Budget you wish to copy, and click the Purchase Budget action to open the Retail Purchase Budget page.
  3. Click Copy - Copy Budget to open the Copy Purchase Budget report.
  4. Select the Budget Name of the destination budget. You need to have Edit Budget permission to the destination budget, if the Edit Budget permission is not set to Anyone in the Replen. Setup. For more details see Budget Permissions.

    Note:
    • The source and the destination budgets must have the same Period Type.
    • A more detailed budget can be copied over to a more generic budget (for example, from Item budget to Item Category budget).
    • A Hierarchy Node budget can be copied over to another Hierarchy Node budget with the same or smaller Node Level. The source and the destination budgets must have the same Hierarchy Code.
    • When an Item Hierarchy budget serves as a source, its budget entries can be copied over to a Division, Item Category, Product Group, Item, Item Hierarchy, or Hierarchy Node budget. When it serves as a destination, it can retrieve entries from another Item budget or Item Hierarchy budget.
  5. Select a Division Code, Item Category, or Product Group if you wish to replace the copied entries with the selected value.

    6. Note: You may only select from the field that shares the same Budget Type with the source budget. For example, for an Item Category type budget, you may only select and replace the Item Category field.

  6. Fill in the Date Change Formula field, if needed.
  7. In the Option field select to either:
    • Replace entries - all the existing entries in the destination budget will be deleted and replaced with the entries from the source budget.
    • Add entries - the entries from the source budget will be appended on top of the existing entries in the destination budget.
  8. Click OK.

Note: A notification message will be displayed if the copied entries have an earlier date than the Budget Start Date of the destination budget.