Transfer of actual costs into a flexible budget is performed in the Transfer balancesform ( Cost accounting> Journals> Flexible Budgeting> Transfer balancesform.

Enter the following information about the Generaltab before you run the transfer of balances:

• Forecast model- Select the budget model that the balances are to be transferred into. Select the Overwritecheck box if you want all existing budget values in the selected budget model to be removed before the transfer of balances.

• Period- Select Date interval codeor From dateand To dateof balances to be transferred into the flexible budget.

• Change- Specify the time shift of the balances. The Quantityfield defines the number of time units for time shift. Unitfield defines the units for time shift (days, months, years). The From dateand To datefields display the automatically updated date interval for the transfer.

• Rules- Specify the factor and round-off for cost balances. Factor increases the existing transaction amounts by this factor.

• Area- Define which types of values to transfer: Fixed costs, Variable costs, and Services.

• Dimensions- Define which dimension balances to transfer by selecting the appropriate dimensions.

• Create settings automatically- Define whether to create flexible budget settings automatically and to transfer balances for cost categories, service categories, and dimensions defined in the flexible budget model setup.