Copying Accounts from Business Units to Business Units Lesson

Copying Accounts from Business Units to Business Units Lesson


In this lesson you will learn the steps for copying accounts from one business unit to another business unit.

 

There are mulitple menu paths you can use:

 

Accounting

Accounting - Agencies > Organizational Structure > Chart of Accounts > Copy Accounts from BU to BU

 

Budget

Budget - Agencies > Organizational Structure > Chart of Accounts > Copy Accounts from BU to BU

 

Grants and Projects

Grants & Projects > Organizational Structure > Chart of Accounts > Copy Accounts from BU to BU

 

This lesson uses the Accounting menu path.


Steps:

  1. Click the State of Nebraska link.

    Step 1
  2. Click the Accounting link.

    Step 2
  3. Click the Chart of Accounts link.

    Step 3
  4. Click the Copy Accounts from BU to BU link.

    Step 4
  5. Enter the Business Unit from which you are copying accounts in the From Business Unit field. Enter "65025009".

    Step 5
  6. Press [Tab].

    Step 6
  7. Enter the new Business Unit number in the To Business Unit field. Enter "6512345".

    Step 7
  8. Enter Object Account and/or Subsidiary ranges as applicable.

     

    Warning: The range of accounts to be copied should be limited by using Subsidiary From/Through and/or Object Account From/Through fields.  

     

    In this lesson we will not enter any data in these fields.

    Step 8
  9. Click the OK button.

    Step 9
  10. Click the OK button.

    Step 10
  11. Click the OK button.

    Step 11
  12. Click the Cancel button.

    Step 12

To view the report you will need to go to View Job Status. For more information see the Reports Lesson under the System Basics work instructions.

 

You have successfully completed this lesson.

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