How to: Copy a Sales Budget

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To copy a Sales Budget

Retail Sales Budget has the functionality to allow you to 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 Sales Budget

  1. Click the icon, enter Retail Sales Budget List, and select the relevant link.
  2. Select the Retail Sales Budget you wish to copy, and click the Sales Budget action to open the Retail Sales Budget page.
  3. Click Copy - Copy Budget to open the Copy Sales 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 budget 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). Item Hierarchy budget has the same level as Item budget. When served as a source, its budget entries can be copied over to a Division, Item Category, Product Group, Item, or Item Hierarchy budget. When served as a destination, it can retrieve entries from another Item budget or Item Hierarchy budget.

  1. Select a Division Code, Item Category, or Product Group if you wish to replace the copied entries with the selected value.

    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.

  2. Fill in the Date Change Formula field, if needed.
  3. Select from the Option field 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.
  4. Budget per Store shows if the destination budget is maintained up to the store level.
  5. Assigned Stores shows the number of stores in the destination budget which will be considered when copying budget entries from the source budget.
  6. Select the Assign Stores to Budget check box, if you wish to copy all budget entries, else only budget entries belonging to the assigned stores in the destination budget will be copied over. If all budget entries are copied, the assigned stores from the source budget will also be added to the destination budget, if they do not exist yet.
  7. 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.