Business

User Tools

Site Tools

Trace: • Delete Funds - FIN6900
finance:utilities:fiscalyearprocessing:deletefunds

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
finance:utilities:fiscalyearprocessing:deletefunds [2017/08/09 20:08] – emorenofinance:utilities:fiscalyearprocessing:deletefunds [2022/08/02 16:23] (current) – emoreno
Line 3: Line 3:
 <div #message></div> <div #message></div>
  
-//**Breadcrumbs > Breadcrumbs**//+//**Finance > Utilities > Fiscal Year Processing > Delete Funds**//
  
-<WRAP round intro>Include the short page introduction here.</WRAP>+<WRAP round intro>This utility is used to identify by fund/year codes the funds that are to be deleted from the general ledger prior to the start of the next fiscal year. You cannot delete funds if logged on to file ID C.
  
 +A report of the deleted and not deleted funds is generated automatically. In addition, records associated with the deleted fund are deleted from all tables.
 +Fund/fiscal years can be deleted even if they exist as an offset for credit card and warehouse transactions. It is important to set up the Tables > Credit Card > Due To Fund tab to crosswalk the deleted fund/fiscal year in order to prevent errors from occurring after funds change fiscal years during the end-of-year process.
 +</WRAP>
  
-====Modify a record:==== 
- 
-++++Select a student | {{page>general:select_a_student&inline}} ++++  /*Inline folded include*/ 
  
 +====Delete funds:====
  
 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
-^Campus ID|++|{{page>general:campus_id}}++|  /*Folded include*/ +^Allow Delete without Closing|All fund balances must be zero (closed) before the funds can be deleted. An error message is displayed to warn you if a fund has current or next period balances, and the fund is not deleted. If selected, funds can be deleted where fund balances are not zero.| 
-^ Pass/Fail|{{page>general:pass_fail}}|      /*Include, not folded*/+ 
 +Under **Fund/Yrs Available**, select the check box next to the fund/yrs you want to move to the **Fund/Yrs to Delete** column. 
 + 
 +VCV Use the following buttons to move the selected fund/years to the right side of the page.  
 + 
 + 
 +{{page>general:fourarrowbuttons}} 
 + 
 + 
 +{{page>general:execute_delete_funds}} 
  
-Click **Save**.<WRAP box>**NOTE:</WRAP> +{{page>general:process_delete_funds}}
  
  
-====Other functions and features:====+VCV Click **Cancel** to return to the Delete Funds page.
  
-^{{:tsds:images:trash_delete.gif|}} | ++ Delete a row.|{{page>general:delete_a_row}}++|  /*Table row with text link*/  
  
  
finance/utilities/fiscalyearprocessing/deletefunds.1502309308.txt.gz · Last modified: 2017/08/09 15:08 (external edit)

Page Tools

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International

Americans with Disabilities Act (ADA) and Web Accessibility

The Texas Computer Cooperative (TCC) is committed to making its websites accessible to all users. It is TCC policy to ensure that new and updated content complies with Web Content Accessibility Guidelines (WCAG) 2.0 Level AA. We welcome comments and suggestions to improve the accessibility of our websites. If the format of any material on our website interferes with your ability to access the information, use this form to leave a comment about the accessibility of our website.