Copying an Existing Sales Budget

Using this method you can copy (forward or backward) budgets into another year. For example, if you have a budget spread of 100,000 in 2004, the user can copy this into the same stock group in 2005.

1. Double-click on any record from the budget type that you want to copy from.

2. Enter Actual budget and select formula (Spread by formula).

3. Click Spread and then Update. The budget is spread and updated in the two columns.

4. Click Save, which will take you back to the main window again.

5. Double-click on the record again and edit the details.

6. Now select Copy Budgets, and if you want to adjust the budget you are copying, enter the adjustment percentage.

7. Click Update. Now you will see that all values are copied.

8. Go back to the Sales Budgets window and select records for year 2005 and check the budget for the record for which you have copied the values. You must find the budget updated in the budget field.