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purchasing:utilities:massdeleterequisitionrecords:fundfiscalyr

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purchasing:utilities:massdeleterequisitionrecords:fundfiscalyr [2017/04/07 22:04] – created emorenopurchasing:utilities:massdeleterequisitionrecords:fundfiscalyr [2021/01/27 17:01] (current) emoreno
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 <WRAP round intro>This tab is used to mass delete requisition records based on the selected fund and fiscal year.  <WRAP round intro>This tab is used to mass delete requisition records based on the selected fund and fiscal year. 
  
-**Note**:  Requisitions that are already purchase orders can only be deleted if the purchase order balance is zero (fully liquidated) and the check was printed. If requisitions that have not become purchase orders are being deleted, the program reverses the pending requisitions in Finance, deletes them, and also deletes any existing requisitions that have the following requisition status: +**Note**:  Requisitions that are already purchase orders can only be deleted if the purchase order balance is zero (fully liquidated) and the check was printed. If requisitions that are not purchase orders are being deleted, the pending requisitions are reversed in Finance, deleted, and any existing requisitions with the following requisition status are deleted
-■      Voided/Reversed/Canceled+  Voided/Reversed/Canceled 
 +  * Received all/Closed
  
-■      Received all/Closed +Requisitions to be deleted are based on the **Purchasing Accounting Period** field on the Finance > Tables > District Finance Options > Accounting Periods tab.  
- +  If the purchasing accounting period is set for the next accounting period, only the requisitions created in the next accounting period are deleted. 
-If the requisition accounting period has been set for the next accounting period, only those requisitions created in the next accounting period are deleted. +  If the purchasing accounting period is set for the current accounting period, only the requisitions created in the current and previous accounting periods are deleted.
- +
-If the requisition accounting period has been set for the current accounting period, only those requisitions created in the current and previous accounting periods are deleted.+
 </WRAP> </WRAP>
  
  
-====Mass delete zero balance accounts:====+====Mass delete records by fund/fiscal year:====
  
-^ Field                                        ^ Description   ^  /*Table with two rows*+All available fund/year accounts are displayed on the left side of the page under **From FundYr**. 
-^CY Original, CY Amended and CY Actual amounts must also be zero for an account to be deleted|{{page>general:massdeletezerobalancefield}}|+
  
-All available fund/year accounts are displayed on the left side of the page under **Funds/Yrs Available**. Select the desired fund/year accounts to mass delete for the next fiscal year. Use the following buttons to move the selected fund/years to the right side of the page. +VCV Select the fund/year accounts to be mass deleted. Use the following buttons to move the selected fund/years to the right side of the page. 
  
 {{page>general:fourarrowbuttons}} {{page>general:fourarrowbuttons}}
  
-^Execute|++Click to execute the process.|{{page>general:budgetprocessutility}}++|  +{{page>general:execute:mass_delete_fund_year}} 
-  +
-The Mass Lock/Unlock Funds Change Report is displayed. ++++Review the report.| {{page>general:printreport&inline}}++++   /*Inline folded include*/+
  
-^Process|Click to delete the selected accounts. A message is displayed indicating that the process was successfully completed. Click **OK**.|  +{{indexmenu_n>5}}
-^Cancel|Click to return to the Mass Delete Zero Balance Accounts page without updating the selected accounts.|+
  
purchasing/utilities/massdeleterequisitionrecords/fundfiscalyr.1491602659.txt.gz · Last modified: 2017/04/07 17:04 (external edit)