Copy Reported Values Between Periods

Complete the following steps to copy values between periods.

Procedure

  1. On the Company menu, click Copy/Reported Values Between Periods. The Copy - Reported Values Between Periods window opens.
  2. If you want to copy reported values for all companies within a specific group, select the Group option button. In the Consolidation type and Group text boxes, enter the relevant information for which you want to copy reported values. Select the Include Subgroups check box to copy values for all subgroups within the specified group. This check box is only active if the Group option button is selected.
  3. If you want to copy reported values from one or several companies, select the Company option button and enter the company code(s) in the Company text box.
  4. In the Currency Type text box, enter the currency type you want to copy reported values for.
  5. In the Form text box, enter the form you want to copy reported values for.
  6. In the From Actuality and From Period columns, enter the actuality and period from which you want to copy reported values. In the To Actuality and To Period columns, enter the actuality and period to which you want to copy reported values.
  7. Select the copy option Create Monthly Values Before Creating New Accumulated Values to Store check box to copy monthly values from several actualities and save them as YTD values. The copied periods should not span over a year-end, see example below.
  8. If you are copying monthly values, you can enter the first period to be copied and click the Expand button. All following periods until the year-end are automatically entered in the list of periods.
  9. Select the copy option Clear Existing Reported Values for Current Selections Before Copying check box if you want to overwrite existing values before you update.
  10. Click Run. Copying is carried out and existing values are stored in the same way as before the copying took place. Period values and detail information on intercompany balances are copied, together with comments. You cannot copy a value to an account that is not valid for the period according to the defined form set. All values being copied are moved to the same account in the next period, regardless of whether it is over the year-end. If you are copying over a new year, a warning appears, advising you to copy opening balances. You can choose to cancel or continue.