Financial Management › Budget Merge or Replace Option

Budget Merge or Replace Option

When you submit a cost plan for budget approval, you can replace the existing budget with the cost plan being submitted.

The following options are available:

Merge Option

Select this option only when the structure (grouping attributes and fiscal time period) of the cost plan is identical to the approved budget.

Replace Option

Replaces the currently approved budget. This option lets you do the following actions:

• Remove unwanted rows from the budget when the structure is the same
• Replace the structure (grouping attributes or fiscal time period) with different values

You can select this option whether the structure is the same or different.

The Budget XOG schema has been updated to support the option to replace current budgets. The Budget Plan XOG includes the following new required fields:

• forceReplace
• sourceCostPlanCode

Note: The Budget Plan XOG schema is not backwards compatible with the Version 13.0 schema because the new required fields were added.

Upgrade Action: None