You can delete a budget category or a fiscal year allocation for a budget category; however, because budgets provide a record of your library’s spending, delete them only according to your library’s policy. To prevent users from using a budget, you can change its status, instead of deleting it.
Horizon will let you delete a budget category if it is referenced only in the Budget Transaction Log; otherwise, Horizon may not let you delete the category. (For more information on the budget transaction log, see Activating Budget Tracking.)
To delete a budget category or fiscal year allocation
1 | Start the Find Budget process. |
The default location of this process is the
Horizon displays the Compound Search window.
2 | Highlight the index you want and enter a search term in the Search for field. |
To display a list of all your budgets, highlight the Budget index and enter an asterisk ( * ) in the Search for field.
3 | Click OK. |
Horizon displays a list of budgets that match your search criteria.
4 | Highlight the budget you want to delete and click Edit to display the Edit Budget window. |
5 | Do one of these steps: |
• | To delete the entire budget category and all its fiscal year allocations, choose File, Delete. |
• | To delete a fiscal year allocation assigned to the budget category, choose the allocation from the drop-down list in the Fiscal Years Allocation group. Then click Delete. Click Save to save your changes. |
Horizon prompts you to confirm the action.
6 | Click OK. |
Horizon deletes the budget category or fiscal year allocation.
If the budget is assigned to a purchase order or to extra charges on a statement, Horizon displays an error message. You cannot delete a budget that is assigned to a purchase order.
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