Delete a Budget Line

The following depicts the online deletion of a single budget line. In order to delete a budget line, all the amounts directly updated by accounting and budget transactions (not the calculated ones) must be $0.00 for the deletion to succeed. This sample task will contain two transactions. The first to bring the only budget amount, Adopted, to $0.00.The second transaction will delete the budget line.

Part 1: To bring the Adopted Amount to $0.00, perform the same steps as Modify Budget Lines with the following exceptions:

  1. Set the Event Type field to Adopt (BG01 for spending budgets, BG23 for revenue budgets, or BG22 - Award for reimbursement budgets). If there is no default or another event type is to be used, manually enter the value or use the pick. Here event type may differ depending on the amounts of a budget line, so the choice should match the budget amount that needs to be reduced to $0.00.

  2. Set the Dollar Amount to $10,000.00. This is the amount currently adopted for the budget line.

  3. Set the Increase/Decrease field to Decrease.

Part 2: To delete the budget line, perform the same steps as Modify Budget Lines with the following exceptions:

  1. Set the Action to Delete.

  2. Set the Event Type field to Delete - BG10.