Delete a Budget

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Use the Delete a Budget [bddel] program to delete an entire budget or parts of an existing budget.

 

 

WARNING:

 

Please be advised once a budget is deleted, it is gone from the database.  There is not an 'undo' command.  You can always re-enter a budget if needed.

 

 

 

Open:

 

To access the Delete a Budget [bddel] screen, click the 'Budget' module, then 'Maintenance' sub-folder from the menu tree (see following screen shot).

 

You can also access this screen by typing the screen or acronym name in the blue prompt bar located above the 'Setup' menu.  Then, press Enter.

 

 

 

The screen then appears.

 

 

 

To select criteria, press the F2 Key or right click in most fields to make your selection.  You can also simply type in the criteria in the allotted fields. If you wish to include all criteria information, leave all fields blank.

 

 

Budget Information:

 

Budget Name - Input the name of the budget you want to delete.

 

Production - The Production Code defaults when the Budget Name is input.  Please note you are not able to access this field.

 

Start and End Account Range - First and Last Expense Account to delete from the budget. To restrict the program to only delete information for a single account number, input the same account in both the Start and End fields.  To delete all account numbers, leave both fields blank.

 

Series, Location, Set and Currency - Press the F2 Key or right click in any of these fields to limit the budget lines that will be deleted to those that match these items.  To delete all codes pertaining to the Budget Name selected, leave these field blank.

 

 

Delete:

 

To proceed with the deleting process, press the F1 Key, then 'D' option or select 'Delete' located in the top right hand corner of the screen.  After selecting 'Delete', PSL3 provides a confirmation prompt with how many budget lines were deleted or if the entire budget was deleted depending on the Budget Information input.  PSL3 automatically saves the budget deletion.