How to remove an account from a Budget Projection

Instructions on how to delete an account from a Budget Projection.

• Budgeting
• General Ledger
• Next Year Budget Entry
• Central Budget Entry

Deleting using Next Year Budget Entry: 

Financials>Budget Processing>Next Year Budget Entry

1. Enter your Budget Projection in the 'Projection number' field
2. Click Accept
3. Enter 'Account Find Criteria' in order to bring up account
4. Click Accept
5. Highlight the account that you would like to delete
6. Click Account Info in the ribbon
7. Click Delete

Deleting using Central Budget Entry:

1. Financials > Budget Processing > Central Budget Entry
2. Go to the projection containing the account (use the Change Projection option if the correct projection is not the default)
3. Using the Advanced find, search for the Original Account
4. In the ribbon, select the Delete Account option
5. Click Yes in the popup Do you want to continue deleting the selected account?
6. Click Ok in the popup confirming the account was deleted from the projection

If the account should no longer pull into Budget projections make sure the Budgetary flag in Account master is not checked

MUNIS > Financials > General Ledger Menu > Set up chart of accounts > Account Master

1. Click Search
2. Type in the Org, Object, Project or Segments
3. Click Accept
4. Click Update
5. Uncheck Budgetary option
6. Click Accept