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finance:utilities:movecurrenttonewfileid
Move Current to New File ID - FIN7200
Finance > Utilities > Move Current to New File ID
This utility is used to select individual funds or all funds in the current file ID and either move or copy them to a new file ID. The file ID can be a single character (alpha or numeric).
Move or copy a fund in a current file ID to a new file ID:
| Field | Description |
|---|---|
| New File ID | Type a one-character file ID, or click  to select the file ID to which you want to move or copy funds. |
| Move | Select to move the fund to the new file ID. |
| Copy | Selected by default, to copy the fund to the new file ID. |
❏ Select the checkbox of the applicable fund(s).
- To select multiple rows when the funds are consecutive, select a fund to start at, and then press and hold SHIFT while selecting a fund to end the selection process. All the rows (between the first and last row) in the sequence are now selected.
- To select multiple rows when the funds are not consecutive, select a fund, and then select other individual funds from different parts of the list.
- If you want to move or copy all funds, click Select in the column heading. All funds are selected. Select Move or Copy in the column heading to indicate the action for all of the selected funds.
- If you do not want to move or copy all funds, click the Select in the column heading to clear the Select fields of multiple funds so that the funds are no longer selected.
❏ Click Execute to move or copy the fund to the new file ID.
- If the fund being moved exists in the Pay Distribution table or has a grant code in the Fund to Grant Code table, a Move Current to New File ID Error Report is displayed with the applicable error messages. The fund cannot be moved until those messages are cleared.
- Click Process to continue.
- Click Cancel to cancel the process. You are prompted to create a backup.
After the export has been completed, and if the file ID being moved/copied already exists, a message is displayed indicating the new file ID already exists. The table is skipped, and the process continues to the next table.
- Click OK to proceed, or click Cancel to cancel the process.
- If OK is selected, and the fund exists in the file ID being moved to, a message is displayed indicating the fund/year already exists. The fund/year is skipped, and the process continues to the next selected fund/year.
- Click OK to proceed, or click Cancel to cancel the process.
A message is displayed indicating that the process was completed successfully. Click OK.
finance/utilities/movecurrenttonewfileid.txt · Last modified: 2024/10/25 14:31 by emoreno