Delete a Budget Category
Use the following steps to delete a budget category from the plan budget in a service contract.
It is important that a category budget not be deleted if there are delivered services in the service contract.
1. Open the Client Profile record
(click CRM in the menu, click Clients, then search for the client
profile you want).
2. In the Client Funding table,
click Open on the Service Contract you wish to change.
3. In the 'Plan
Budget' table, click Del on the budget category you wish to remove.
4. The
following prompt displays. Click Confirm to delete the budget.
5. The category budget is deleted from the 'Plan Budget' table.