Deleted budget still shows in ARM report

Hello,

Did you already try recalculating your Budget ledger in Finance → Recalculate Account History screen?

Also try a second browser or clearing browser cache (delete browsing history).

If you still see report totals, can you please post details of your report design? Export Row and Column design together from Report Definitions screen, and attach xml here.

Or, show us screen shots of Row Set, Revenue line and the Column Set. Thank you.

Laura

Thanks Laura

I did run Recalculate Account History although there is no option to recalculate the BUDGET.

I also cleared the cache and tried on another browser.

Please find attached the xml file from the report.

Hello @BarbaraPietersen23 ,

I can look at your file later today.  In the meantime, what are your plans with this budget?  Do you plan to replace it with new figures? 

Please try placing $1 in a single account in the same Budget and releasing it, to see what happens to the totals on your IS report.

Thanks,

Laura

Hello @BarbaraPietersen23 ,

I’ve imported your report to a testing tenant and entered a budget to one account, and successfully printed the report.

Next I tried to Delete my budget, and I received an error. 

How did you delete your budget?  Did you enter $0 amounts in every account and every period?  Or something different?

Next I entered $0 in every month to zero out the test budget shown above. I released the $0 budget. Now everything is $0, including the totals:

GL Budget Edit shows my $0 budget:

I am guessing that SQL may have been used to remove budget entries from some tables, leaving figures in others, versus importing $0 to the Budget screen through the User interface.

My recommendation is to import $0 to every account and subaccount in Budgets screen, and then release the $0 budget.

Laura

Hi Laura

I did import $0 into every account, which is when I discovered that there was another budget there as well, i.e. budget had been imported twice but instead of overwriting import No. 1, it doubled up.

The deletion of contents of GLBudgetLineDetail AFTER I had deleted using the above method.

I am going to try importing the $1 on a line now.

Thanks again

Hi Laura

I did as you suggested and entered a minimal amount into budget. It just adds to the previous totals. I have asked the DB administrator to check the other budget tables.

Thanks again

Hello,

Thanks for the extra details, I understand what happened. 

ACM support may be able to help you; you may like to raise a Case.

I’m not 100% sure of all the tables that can contain budget records, but I spent a few minutes looking at my local SQL Server and found these candidates:

I found a previous post answered by Samuel  that helpfully describes deleting budgets, via API… but the tables and key fields used may be useful.

• Delete Budget Line via REST Deletes matching Accounts ignoring Subaccount

Laura