Copying a Budget Journal

Overview

Users can quickly create a new budget journal by copying an existing budget journal. This is useful to:

• Copy a budget from year to year.
• Make limited changes to a similar budget journal.

Steps

• https://ohid.ohio.gov/wps/myportal/gov/myohio/ > Financials > Commitment Control Tile > Budget Journals > Enter Budget Journals

1. Select the Find an Existing Value button.

• The Search page displays.

2. Enter "STATE" in the Business Unit.

3. Enter the Journal ID you wish to copy.

4. Click Search.

• The Journal ID page displays.

5. Select the Budget Lines tab.

• The Budget Lines page displays.

6. Select "Copy Journal" from the Process dropdown menu.

7. Click Process.

• The Budget Journal Copy page displays.

8. Enter a meaningful New Journal ID.

9. Start with the agency BU code, then add something that will help coworkers recognize the Journal ID. For example, for a Forestry transfer, perhaps enter "DNR01FOR15."

10. Choose a Budget Entry Type.

11. Click OK.

• The system displays a warning message, indicating that there is unsaved data.

12. Click Cancel to continue.

• The system displays a warning message, indicating that the copied budget journal status is incomplete.

13. Click OK.
14. Modify the appropriate budget lines and amounts.
15. Click Save.