Deleting Batch Files and Transfer Records

In the Batch Budget Transfer page, you can delete individual adjustment records and entire batch files. The batch files stored in the system display in the list at the top of the page. When you select a batch, its records display in the bottom list section.

Before deleting any adjustment records or batch files, you may want to run a report to review their data. For details, refer to Generating Batch Budget Transfer Reports.

Menu Path:  Fund Accounting > Entry & Processing > Budget Ledgers > Batch Budget Transfer

Deleting an Individual Batch Transfer Record

1. Select Fund Accounting > Entry & Processing > Budget Ledgers > Batch Budget Transfer to display the Batch Budget Transfer page.
2. In the upper list section, select the batch file that contains the record.
3. In the lower list section:
   • To delete a record immediately, select the record, and then click Delete Row.
   • To review the transfer first, select the record, and then click OK to display its data in the Change Batch Budget Adjustments page. If you are sure you want to delete the record, click Delete on the toolbar, and then click Yes in the confirmation dialog.

Deleting a Batch File Along with the Transfer Records

1. Select Fund Accounting > Entry & Processing > Budget Ledgers > Batch Budget Transfer to display the Batch Budget Transfer page.
2. In the upper list section, select the batch file you want to delete.
3. Click Delete.
4. Click Yes.