There may be times when you want to make the same changes for several fiscal year allocations. (For example, you may want to do some changes on inflation percentages so you can batch create new fiscal year allocations.) (For more information, see Batch Creating Fiscal Year Allocations.) You can change batches of fiscal year allocations as explained below.
To edit fiscal year allocations for batch changes
1 | Start the Find Fiscal Year Allocation process. |
The default location of this process is the
Horizon displays the Compound Search window.
2 | Highlight the index you want, and enter a search term in the Search for field. |
To display a list of all your budgets, highlight the Budget index and enter an asterisk ( * ) in the Search for field.
3 | Click OK. |
Horizon displays a list of budgets that match your search criteria.
4 | Highlight the all the budgets you want, and click Edit to display the Batch Change message. |
Horizon displays a message asking if you want to make a batch change to all the selected records.
5 | Click OK to continue with the batch change and to display the Batch Change Fiscal Year Allocation window. |
6 | Complete the fields in the window. (For a description of each field, see Batch Change Fiscal Year Allocation Window.) |
7 | Save your changes. |
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