Deleting a Budget Transfer

Summary

In this article, you will learn how to delete a budget transfer that you created.

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

Note: Data has been masked or changed to protect employee information.

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

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.

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.

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.

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.

Article ID: 148769

Created

Sat 9/24/22 10:53 PM

Modified

Mon 1/22/24 2:31 PM