Deleting a Budget Category or Fiscal Year Allocation 

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 Acquisitions\Budget folder on the navigation bar.

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.

 


© 1998-2017 Sirsi Corporation