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finance:utilities:fiscalyearprocessing:deletefunds

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finance:utilities:fiscalyearprocessing:deletefunds [2017/08/15 16:56] – emorenofinance:utilities:fiscalyearprocessing:deletefunds [2022/08/02 16:23] (current) – emoreno
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 //**Finance > Utilities > Fiscal Year Processing > Delete Funds**// //**Finance > Utilities > Fiscal Year Processing > Delete Funds**//
  
-<WRAP round intro>This page 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. 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.+<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. 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> </WRAP>
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 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
 ^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.| ^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.|
 +
 +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}}
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 +{{page>general:execute_delete_funds}}
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 +{{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.1502816183.txt.gz · Last modified: 2017/08/15 11:56 (external edit)

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