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Trace: • modify_rp_record • addmodifyarecord • Post interest and miscellaneous charges • acct_rec_account_code • Reconcile the credit card statement
general:extract_to_asset_management

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general:extract_to_asset_management [2020/08/31 19:11] – emorenogeneral:extract_to_asset_management [2022/03/04 20:55] (current) – emoreno
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-VCV Click **Execute** to extract the data. The file name (e.g., FINFA_06122003.txt) and path is displayed,and you are prompted to continue. If the file already exists in the path, you are notified that it is overwritten if you continue to process. 
- 
 <WRAP Box> <WRAP Box>
 **Notes**:   **Notes**:  
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 </WRAP> </WRAP>
  
-VCV Click **Yes** to continue the extract. Or, click **No** to cancel the extract and return to the Extract Asset Management page. If you click **Yes**, a progress bar is displayed.  +VCV Click **Extract**. The Asset Management Extract report is displayed. Be sure to save or print the report. 
 +\\  \\ 
 +{{:general:am_extract.jpg?|Asset Management Extract Report}} 
 +\\  \\ 
 +VCV Click **Process** to begin creating the file. A message is displayed indicating that the process was successful. Click **OK**.   
 +\\  \\ 
 +<div indent>A dialog box is displayed with the file name (e.g., FINFA_02212022.txt) prompting you to save the file. Be sure to make note of the file name as you will need to access it during the import process.  
 +</div> 
 <div indent> <div indent>
-A message is displayed indicating that the extract process was completed successfully. Click **OK**.+{{:general:am_extract_message.jpg?|Asset Management Extract Successful Message}}
 </div> </div>
 +\\  \\
 +VCV Click **Cancel** to return to the Extract Asset Management page. 
 +
 +
  
  
  
  
general/extract_to_asset_management.1598901107.txt.gz · Last modified: 2020/08/31 14:11 (external edit)

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