After successfully saving, the following message will be displayed: Step 8: Right click on the form and select Copy BY Amount to Out Years (or Copy BY1 Amount to Out Years). Note: The business rule will be executed and will copy all data entered at all POVs for the entire BR within the step 10 for different forms). same “form” (see After successfully copying, the following message will be displayed: Step 9: Validate the copy by either navigating to the BR Summary Expenditures tab or run the – Detailed Multi-Year Expenditures report (after a FR report refresh). Step 10: The same process can be followed to copy BY data to out years or copy BY1 data to out years by going to the respective forms. The rule can be run from the following forms: Budget (BCP, BBA, ECP, RTL) Capital (COBCP, COBBA) BY - BY4 Expenditures BY - BY4 Expenditures - Capital BY - BY4 Non Add Expenditures BY - BY4 Non Add Expenditures–Capital BY - BY4 Position Summary Position Change Request BY - BY4 Revenues Special Note about Revenue Forms Please note that the Revenue forms contain parent revenue category codes. To view the aggregated data (at the parent level) after running the business rule in the Revenue BY - BY4 tab, users will need to select the Save button. This action is not required to view data in the BR Summary – Revenue tab. Enter data under the Revenues BY column and save the data (use the Save button or select Ctrl + on your keyboard). S RTL BR—Revenue Form and running the BY Amount to Out business rule: “Copy Years”
After successfully saving, the following message will be displayed: Step 8: Right click on the form and select Copy BY Amount to Out Years (or Copy BY1 Amount to Out Years). Note: The business rule will be executed and will copy all data entered at all POVs for the entire BR within the same “form” (see step 10 for different forms). After successfully copying, the following message will be displayed: Step 9: Validate the copy by either navigating to the BR Summary – Expenditures tab or run the Detailed Multi-Year Expenditures report (after a FR report refresh). Step 10: The same process can be followed to copy BY data to out years or copy BY1 data to out years by going to the respective forms. The rule can be run from the following forms: Budget (BCP, BBA, ECP, RTL) BY - BY4 Expenditures BY - BY4 Non Add Expenditures BY - BY4 Position Summary Position Change Request BY - BY4 Revenues Capital (COBCP, COBBA) BY - BY4 Expenditures - Capital BY - BY4 Non Add Expenditures–Capital Special Note about Revenue Forms Please note that the Revenue forms contain parent revenue category codes. To view the aggregated data (at the parent level) after running the business rule in the Revenue BY - BY4 tab, users will need to select the Save button. This action is not required to view data in the BR Summary – Revenue tab. Enter data under the Revenues BY column and save the data (use the Save button or select Ctrl + S on your keyboard). RTL BR—Revenue Form and running the “Copy BY Amount to Out Years” business rule:
HowtoCopyDatatoOutYears-DepartmentVersion.docx