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obsolete:finance:budgetamendment:deleteamendments:fundfiscalyear

(OBSOLETE) Fund/Fiscal Year - FIN8300

Removed this utility as it is included in the new Fiscal Year Close process and no longer necessary as a stand-alone function.

Finance > Budget Amendment > Delete Amendments > Fund/Fiscal Year

(OBSOLETE) Amended budget transactions are posted in an amended transaction table maintained by the system. The Fund/Fiscal Year tab allows you to delete all transactions for specific funds in the amended transaction table. General ledger transactions are not deleted. This function allows you to delete posted and/or unposted amended budget transactions and any related comments you may have attached to them. This process is usually performed at the beginning of the new school year in order to delete the prior year funds.

Note: The funds presented in the left panel of the page may have posted and/or unposted amended budget transactions.

Delete a fund by fund/fiscal year:

All available fund/year accounts are displayed on the left side of the page under Fund/Yrs Available. Select the desired fund/year accounts to be deleted. Use the following buttons to move the selected fund/years to the right side of the page.


Single Forward Arrow - Click to move selected entries from the left side to the right side of the page.
Double Forward Arrow - Click to move all entries from the left side to the right side of the page.
Single Back Arrow - Click to move selected entries from the right side to the left side of the page.
Double Back Arrow - Click to move all entries from the right side to the left side of the page.

Under Delete Options:

Field Description
Posted Amendments Select to delete posted amended budget transactions (if any exist) for this file ID only.
Unposted Amendments Select to delete unposted amended budget transactions (if any exist) for this file ID, in addition to the transactions in the amended transaction table from any funds selected in the left panel of the page.
Execute

❏ Click Execute to execute the process. The Delete Amended Budget report is displayed. Review the report.

❏ Click Process proceed. Otherwise, click Cancel to return to the Delete Amendments page.

obsolete/finance/budgetamendment/deleteamendments/fundfiscalyear.txt · Last modified: 2020/08/17 21:46 by emoreno