I am trying to close the old budget, but the button is grayed out.
- WorldShare Acquisitions
To close a budget, you must create a new budget first.
You need to have a new budget defined before closing the current budget so that the encumbrances can be mapped across to the new budget during the closure:
- move un-paid items to the next budget so that the closed budget does not have any open encumbrances
- move order item templates to the next budget so that the order item template does not try to apply a closed budget to new items