Deleting a Budget Transfer

To delete a Budget Transfer, use the following navigation:

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

Click the Enter Budget Transfer link.

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.

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

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.

The information about the selected Budget Transfer is displayed.

Click the Budget Lines tab.

Click the Process drop-down list.

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.

Click the Process button.

Click the Delete Journal option.

Click the Process button.

A window appears asking you to verify the deletion.

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