Deleting a Budget Transfer

   Overview   

In the UGA Financial Management System, you can delete a budget transfer you initiated if it has not been posted.

1. Step 1

The Employee Self Service page is displayed with the Classic Home tile highlighted.

First, log into the UGA Financial Management System: https://financials.onesource.uga.edu/

On the Employee Self Service page, click the Classic Home tile.

2. Step 2

The Main Menu navigation page is displayed with the "Enter Budget Transfer" option highlighted.

To delete a Budget Transfer, use the following navigation:

Main Menu > Commitment Control > Budget Journals > Enter Budget Transfer

Click the Enter Budget Transfer link.

3. Step 3

The Enter Budget Transfer page is displayed with the Find an Existing Value tab highlighted.

The Enter Budget Transfer page is displayed.

Click the Find an Existing Value tab to search for the budget transfer that you wish to delete.

4. Step 4

The Enter Budget Transfer page is displayed with the search criteria fields highlighted.

You can enter one or more of the search criteria displayed to locate the journal that you want to delete, including Journal ID and User ID.

Note: There are multiple means for searching for the Transfer, but all require that the Business Unit is specified.    

Enter the appropriate search criteria.

5. Step 5

The Search button is highlighted.

When you have finished entering the search criteria, click the Search button.

6. Step 6

The Journal ID "1000071697" link is highlighted.

The Search Results are displayed in rows at the bottom of the screen.

Click the Journal ID for the Budget Transfer that you want to delete.

Example shown here: Click the 1000071697 link.

7. Step 7

The Budget Header page is displayed with the Budget Lines tab is highlighted.

The information about the selected Budget Transfer is displayed.

Click the Budget Lines tab.

8. Step 8

The Budget Lines page is displayed with the Process drop-down list highlighted.

Click the Process drop-down list.

9. Step 9

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To remove the Budget Transfer from the workflow, click the Edit Chartfields option.

NOTE: Transactions entered through the Budget Transfer page can only be accessed through the Budget Transfer page, and those entered on the Budget Journal page can only be access through the Budget Journal page. If the transaction you need is not shown in the search results, it may have been entered as a Budget Transfer that will have to be accessed through the Budget Transfer page. See Knowledge Base article Deleting a Budget Transfer.

10. Step 10

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Click the Process button.

11. Step 11

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Click the Delete Journal option.

12. Step 12

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Click the Process button.

13. Step 13

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A window appears asking you to verify the deletion.

If you are sure you want to delete the journal, click the Yes button.
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