Example 4: Deleting a Budget Record

Performing Data Functions › Budgets Panels › Example 4: Deleting a Budget Record

Example 4: Deleting a Budget Record

Assume that you have created a Budget entry while in INS (insert) mode, successfully inserted it into the table and then realized you made a mistake and must delete the record.

For example, you incorrectly entered a Budget key (one of the following fields)

Version
ORD Type
Period Number
Accounting level

and rather than doing an update that overwrites the original record and result in the loss of your audit trail; you want to delete the incorrect record and create a new one.

     ________________-
     |    Budgets    |
     |    Primary    |
     |>F11           |
   ________________- |
   | Budget Browse | |
   |    Criteria   |_|
   |>F2            |
 ________________- |
 |  Budget List  | |
 |or Expand List |_|
 |>Enter         |
 ________________-
         |
         v
________________-
|     Budget    |
|      Entry    |
|      Panel    |
________________-

You must:

Exit out to the Budgets primary panel using F3 (Exit).
Press F11 (Browse) which takes you to the Budgets Browse Criteria panel.
Enter your criteria and press F2 (Execute). This displays the Budget List panel.
Select the entry you want to delete using the Enter key.
When the Budget Entry panel appears for the selected entry, you are in UPD mode. Press F6 (Delete) to delete the record.
An informational message appears telling you the record was deleted and the Mode changes to EXIT.
Press any key to return to the Budget List panel where you can continue selecting other records to update or delete.

Following the path outlined in Example 4: Deleting a Budget Record at the Budgets primary panel, indicate you want to do a Browse by pressing F11. Next, fill in the Budget Browse Criteria panel as shown below.

 +- CBDBGTB -- Budget Browse Criteria -------------+
 |      Panel  Exit  Help                           |
 | ________________________________________________ |
 |  Type browse criteria. Then Execute.             |
 |                                                  |
 |  Version  . . . . : PROD PROD                    |
 |                                                  |
 |  Period Number  . . 001 thru 001                 |
 |  ORD Type . . . . . ___                          |
 |  Charge Element . . ________________             |
 |  Qualifier  . . . . ________________             |
 |  DIVISION . . . . . EAST-COAST______             |
 |  DEPARTMENT . . . . ________________             |
 +________________________________________________--+

After pressing F2 (Execute), the following Budget List panel appears.

  USERID                     CA PMA Chargeback                MM/DD/YY HH:MM:SS
  __    Acctdefs   Cbdefs   Query   Data   Period   Options   Exit   Help
 +- CBDBGTL ________________--- Budget List ________________---------------+
 |      Panel  Exit  Help                                                  |
 | ________________________________________________________________------- |
 |  Select a budget entry. Then select an action.                          |
 |                                                                         |
 |  Version  . . . : PROD PROD        DIVISION . . . . : EAST-COAST        |
 |  Period Number  : 001 thru 001     DEPARTMENT . . . :                   |
 |  ORD Type . . . :                                                       |
 |  Charge Element :                                                       |
 |  Qualifier  . . :                                                       |
 |                                                                         |
 |                 Amount  Description   More: - + ____  Row 0001 of 0002  |
 |                                                                         |
 |   _           15000.00  MBJ-001                                         |
 |   _             100.00  MBP-001                                         |
 |   _                                                                     |
 |                                                                         |
 |   Enter   F7=Bkwd   F8=Fwd   F11=Expand                                 |
 +________________________________________________________________---------+
  Command ===> ____________________________________________________________
  F1=Help  F3=Exit  F4=Prompt  F9=Command  F10=Action Bar  F12=Cancel  PA1=Susp

Place the cursor next to the first entry and press Enter. The Budget Entry panel, shown next, appears and indicates you are in UPD (update) mode.

To delete the record shown next, simply press F6 (Delete).

  USERID                     CA PMA Chargeback                MM/DD/YY HH:MM:SS
  __    Acctdefs   Cbdefs   Query   Data   Period   Options   Exit   Help
 +- CBDBGTE ________________--- Budget Entry ________________--------------+
 |      Panel  Exit  Help                                                  |
 | ________________________________________________________________------- |
 |  Type information. Then select an action.                               |
 |                                                                         |
 |  Version  . . . : PROD PROD        Mode  . . . . : UPD                  |
 |                                                                         |
 |  ORD Type . . . . ___              Period Number . 001                  |
 |  Charge Element . ________________ Budget Amount .      15000.00        |
 |  Qualifier  . . . ________________ Description . . MBJ-001              |
 |  DIVISION . . . . EAST COAST______                                      |
 |  DEPARTMENT . . .  _______________                                      |
 |                                                                         |
 |                                                                         |
 |                                                                         |
 |                                                                         |
 |   F5=Save   F6=Delete                                                   |
 +________________________________________________________________---------+
 
 
  Command ===> ____________________________________________________________
  F1=Help  F3=Exit  F4=Prompt  F9=Command  F10=Action Bar  F12=Cancel  PA1=Susp

Note: You will receive a message informing you the record is deleted. The Mode field indicates you are now in EXIT mode.

USERID CA PMA Chargeback MM/DD/YY HH:MM:SS __ Acctdefs Cbdefs Query Data Period Options Exit Help +- CBDBGTE ________________--- Budget Entry ________________--------------+ | Panel Exit Help | | ________________________________________________________________------- | | Type information. Then select an action. | | | | Version . . . : PROD PROD Mode . . . . : EXIT | | &TRIANGLE. |

You exit out by pressing any key.

Note: As you exit out, you should verify that the entry has been deleted from the Budget List panel. That is, the total number of rows displayed on the scroll bar has been decreased by one (as shown below).

The following Budget List panel no longer displays the MBJ-001 entry which we deleted.

  USERID                     CA PMA Chargeback                MM/DD/YY HH:MM:SS
  __    Acctdefs   Cbdefs   Query   Data   Period   Options   Exit   Help
 +-CBDBGTL ________________---- Budget List ________________---------------+
 |      Panel  Exit  Help                                                  |
 | ________________________________________________________________------- |
 |  Select a budget entry. Then select an action.                          |
 |                                                                         |
 |  Version  . . . : PROD PROD        DIVISION . . . . : EAST-COAST        |
 |  Period Number  : 001 thru 001     DEPARTMENT . . . :                   |
 |  ORD Type . . . :                                                       |
 |  Charge Element :                                                       |
 |  Qualifier  . . :                                                       |
 |                                                                         |
 |                 Amount  Description   More: - + ____  Row 0001 of 0001  |
 |                                                                         |
 |   _             100.00  MBP-001                                         |
 |   _                                                                     |
 |   _                                                                     |
 |                                                                         |
 |   Enter   F7=Bkwd   F8=Fwd   F11=Expand                                 |
 +________________________________________________________________---------+
  Command ===> ____________________________________________________________
  F1=Help  F3=Exit  F4=Prompt  F9=Command  F10=Action Bar  F12=Cancel  PA1=Susp