Delete Budgets - Overview

Use the Delete Budgets wizard to delete budget information.  You can delete as many budgets at once as necessary.

Tips:

• For more information about budgeting, see Understanding Budgets.

• For general information about the Wizard layout and navigation, see the Wizard - Introduction.

Directions:

To see directions for...

• Opening the Delete Budgets wizard, click More.

  1.  Click File Maintenance from the Menu Bar.

  2.  Click Budgets.

  3.  Click Budgets Maintenance.

  4.  Click Additional.

  5.  Click Delete Budgets.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [m] [b] [m], and then [ALT] [a] [d].
  
  Note:  You may also be able to access the General Ledger menu while in another INVISION module.  To activate the General Ledger menu in another module, the G/L Application Control must be set up for the module during installation.

   

  Delete Budgets Window Example:

  Tip:  To see an explanation of an area of the Wizard, the cursor becomes a hand when you position the cursor over the area.  Click once to display the associated topic.

  

   

• Deleting one or more existing Budgets, click More.

   

  CAUTION:  When you click Finish, the specified Budgets will be permanently removed from the system.

  To delete one or more budgets:

  1.  At the Choose Budgets step of the Budget Delete Wizard, select the Budget Names to delete from the list.

  2.  At the Verify Budgets step, confirm the budgets to be deleted.
  Tip:  For more information about moving around within the Wizard, see Wizard - Navigation.

  3.  To proceed with the deletion, click Finish at the Verify Budget step.
  Keyboard shortcut:  [ALT + s]

   

• Understanding the field values for the following panels, click the step name in the table below: