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<ManualTopic ID="/baanerp/tf/onlinemanual/000597" xml:lang="en">
   <Header>
      <Title>Year end process</Title>
      <Keyword type="header" order="d1e1955287">
         <Level1>Budget control</Level1>
         <Level2>year end process</Level2>
      </Keyword>
      <Keyword type="header" order="d1e1955292">
         <Level1>Year end process</Level1>
         <Level2>budget control</Level2>
      </Keyword>
   </Header>
   <ConceptSection>
      <Paragraph>The year end procedure allows you to move the budget amounts and
		the related budget transactions to a new budget in the new fiscal year, define
		a new budget or copy an old budget transaction and amount to a new budget. The
		new budget accounts can be linked to the old budget accounts by using budget
		account relations defined in the <GUIRef href="/baanerp/tf/bgc/tfbgc3660m000" role="session">Year-end Budget Account Relations (tfbgc3660m000)</GUIRef> session.</Paragraph>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <Paragraph>When data changes are transferred to the chart of accounts
		  from one fiscal year to the next fiscal year, such accounting changes are also
		  transferred during the year end process.</Paragraph>
      </Note>
   </ConceptSection>
   <GeneralSection>
      <ProcedureList>
         <ListIntro>To execute the year end process, use these
		  sessions:</ListIntro>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/bgc/tfbgc1110m000" role="session">Budgets per Year (tfbgc1110m000)</GUIRef>
         </ListItemHead>
         <ListItem>Select the old budget to be copied, and from the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu,
		  select the <GUIRef href="/baanerp/tf/bgc/tfbgc1110m000#copy.budget" role="manual">Copy to new Budget or Budget Year</GUIRef> command. The <GUIRef href="/baanerp/tf/bgc/tfbgc1210m000" role="session">Copy Budget to new Budget or Budget Year (tfbgc1210m000)</GUIRef> session opens.</ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/bgc/tfbgc1210m000" role="session">Copy Budget to new Budget or Budget Year (tfbgc1210m000)</GUIRef>
         </ListItemHead>
         <ListItem> 
            <List>
               <ListItem>Specify the new budget year and code in the <GUIRef href="/baanerp/tf/bgc/tfbgc1210m000#new.year" role="manual">Budget Year</GUIRef> and <GUIRef href="/baanerp/tf/bgc/tfbgc1210m000#new.budget" role="manual">Budget</GUIRef> fields.</ListItem>
               <ListItem>By default, the <GUIRef href="/baanerp/tf/bgc/tfbgc1210m000#copy.budget.yn" role="manual">Budget</GUIRef>, <GUIRef href="/baanerp/tf/bgc/tfbgc1210m000#copy.bdgt.year.yn" role="manual">Budget per Year</GUIRef>, <GUIRef href="/baanerp/tf/bgc/tfbgc1210m000#copy.structure.yn" role="manual">Budget Structure</GUIRef> check boxes are selected. Select the <GUIRef href="/baanerp/tf/bgc/tfbgc1210m000#copy.amounts.yn" role="manual">Budget Amounts</GUIRef>, <GUIRef href="/baanerp/tf/bgc/tfbgc1210m000#copy.authoriz.yn" role="manual">Budget Authorizations</GUIRef> and <GUIRef href="/baanerp/tf/bgc/tfbgc1210m000#copy.text.yn" role="manual">Text</GUIRef> check boxes, if required.</ListItem>
               <ListItem>Click <GUIRef href="/baanerp/tf/bgc/tfbgc1210m000#bgc.copy" role="groupbox">Copy</GUIRef> to copy the current budget to the new
				budget.</ListItem>
            </List>
         </ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/bgc/tfbgc1110m000" role="session">Budgets per Year (tfbgc1110m000)</GUIRef>
         </ListItemHead>
         <ListItem> 
            <List>
               <ListItem>Select the new budget and click the <GUIRef href="/baanerp/tf/bgc/tfbgc1110m000#submit.for.approval" role="manual">Submit for Approval</GUIRef> button, the <GUIRef href="/baanerp/tf/bgc/tfbgc1110m000#tfbgc110.bgst" role="manual">Status</GUIRef> of the budget changes to <GUIRef href="/baanerp/tf/domains/bgc.bgst#pend.approval" role="option">Pending Approval</GUIRef>. Click <GUIRef href="/baanerp/tf/bgc/tfbgc1110m000#approve" role="manual">Approve</GUIRef> to approve the budget.</ListItem>
               <ListItem>Select the <GUIRef href="/baanerp/tf/bgc/tfbgc1110m000#tfbgc110.actv" role="manual">Active</GUIRef> check box to activate the budget.</ListItem>
            </List>
         </ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/bgc/tfbgc3660m000" role="session">Year-end Budget Account Relations (tfbgc3660m000)</GUIRef>
         </ListItemHead>
         <ListItem> 
            <List>
               <ListIntro>To define relation between the current budget accounts and
				the new budget accounts perform the following actions:</ListIntro>
               <ListItem>Select new budget year and budget code in the <GUIRef href="/baanerp/tf/bgc/tfbgc3660m000#tfbgc360.toyr" role="manual">To Budget Year</GUIRef> and <GUIRef href="/baanerp/tf/bgc/tfbgc3660m000#tfbgc360.tobg" role="manual">To Budget</GUIRef> fields.</ListItem>
               <ListItem>Specify the new budget account in the <GUIRef href="/baanerp/tf/bgc/tfbgc3660m000#tfbgc.to.bdgt.acc" role="groupbox">To Budget Account</GUIRef> field and select the current account
				in the <GUIRef href="/baanerp/tf/bgc/tfbgc3660m000#tfbgc.add.f.b.acc" role="groupbox">Add a From Budget Account</GUIRef> field.</ListItem>
               <ListItem>Click <GUIRef href="/baanerp/tf/bgc/tfbgc3660m000#add.account" role="manual">Add Account</GUIRef> to relate the current account to new budget account. Repeat
				the process for all the accounts in the structure.</ListItem>
               <ListItem>Click <GUIRef href="/baanerp/tf/bgc/tfbgc3660m000#open.year.end.process" role="manual">Year-end Process</GUIRef>. The <GUIRef href="/baanerp/tf/bgc/tfbgc3670m000" role="session">Year-end Process (tfbgc3670m000)</GUIRef> session opens.</ListItem>
            </List>
         </ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/bgc/tfbgc3670m000" role="session">Year-end Process (tfbgc3670m000)</GUIRef>
         </ListItemHead>
         <ListItem> 
            <List>
               <ListItem>Select the budget year and budget code in the <GUIRef href="/baanerp/tf/bgc/tfbgc3670m000#tfbgc370.year" role="manual">Budget Year</GUIRef> and <GUIRef href="/baanerp/tf/bgc/tfbgc3670m000#tfbgc370.bdgt" role="manual">Budget</GUIRef> fields.</ListItem>
               <ListItem>Select the <GUIRef href="/baanerp/tf/domains/bgc.cfaa#all" role="option">All</GUIRef> option in the <GUIRef href="/baanerp/tf/bgc/tfbgc3670m000#tfbgc370.cfaa" role="groupbox">Carry Forward Available Budget Amounts</GUIRef> field to carry
				forward all the available budget amounts.</ListItem>
               <ListItem>Select the <GUIRef href="/baanerp/tf/bgc/tfbgc3670m000#tfbgc370.ccft" role="manual">Carry Forward Transactions</GUIRef> check box, to carry
				forward the transactions of type commitments, encumbrances and receipt
				expenses.</ListItem>
               <ListItem>Click <GUIRef href="/baanerp/tf/bgc/tfbgc3670m000#command.process" role="manual">Process</GUIRef> to execute the year end procedure.</ListItem>
            </List>
         </ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/bgc/tfbgc4202m000" role="session">Archive Budget Transactions (tfbgc4202m000)</GUIRef>
         </ListItemHead>
         <ListItem>Archive the old budget transactions. Select the range of
		  budgets or budget accounts in the <GUIRef href="/baanerp/tf/bgc/tfbgc4202m000#f.budget.f" role="manual">Budget</GUIRef> and <GUIRef href="/baanerp/tf/bgc/tfbgc4202m000#f.account.f" role="manual">Account</GUIRef> fields. Click <GUIRef href="/baanerp/tf/bgc/tfbgc4202m000#archive.trans" role="manual">Archive</GUIRef> to archive the transactions.</ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/bgc/tfbgc2200m000" role="session">Delete Budget Control Documents (tfbgc2200m000)</GUIRef>
         </ListItemHead>
         <ListItem>If required, delete the budget amendments, budget transfers or
		  budget control adjustments, for the selected range of budget year and
		  budget.</ListItem>
      </ProcedureList>
   </GeneralSection>
</ManualTopic>