Deep copying customer budget definitions
Deep copying is the process of copying a customer budget definition together with one or more selected associated items.
When deep copying, associated items such as modifications, linked budgets, linked periods, and selected links can also be copied.
 | • The copied budgets and periods will get the Initial status. • Only Initial amount field values of budgets and periods are copied. |
Procedure
1. Go to Customer budget definitions selection level and select the customer budget definition you want to deep copy.
2. On the action panel, click Deep copy.
The Copying dialog box appears.
3. Select the required option from the dialog box and then click OK.
Some facts about deep copying:
◦ All deep copy items are selected by default and the copy date is pre-filled. You can edit these fields.
◦ If you clear the Budget check box, the Periods check box is also cleared.
◦ When you copy a customer budget record, only the check boxes that are valid for the copy action are shown in the Copying dialog box.