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Trace: • Copy Current File ID to New File ID
general:financeeoyprocess:copycurrentfileidtonewfileid

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general:financeeoyprocess:copycurrentfileidtonewfileid [2018/05/04 15:18] – emorenogeneral:financeeoyprocess:copycurrentfileidtonewfileid [2022/07/21 20:14] (current) – emoreno
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-Log on to file ID C. +=====Copy Current File ID to New File ID===== 
 + 
 +<color #ed1c24>**Log on to file ID C**.</color>
  
 [[finance:utilities:movecurrenttonewfileid|Finance > Utilities > Move Current to New File ID]] [[finance:utilities:movecurrenttonewfileid|Finance > Utilities > Move Current to New File ID]]
  
-Create the new historical file ID. At this point, **All** fund/yrs should be selected to be copied or moved. +Create a new historical file ID. 
  
-It is recommended that you copy rather than move all fund/yrs to the new historical file ID. This is a precautionary measure in case an error occurs and you need to delete the funds from the historical file ID and run the process again. +Copy file ID C to the historical file ID 9. At this point, **All** fund/years should be selected to be copied or moved. 
  
-In this example, all fund/yrs are copied to the new historical file ID 8; however, you can use a different file ID. +**It is recommended** that you copy rather than move all fund/years to the new historical file ID. This is a precautionary measure in case an error occurs and you need to delete the funds from the historical file ID and run the process again. 
  
-SCREENSHOT +In this example, all fund/years are copied to the new historical file ID 9; however, you can use a different file ID.  
 + 
 +{{:general:financeeoyprocess:step_10_copy_current_to_new_8.jpg|Move Current To New File ID Page}}
  
 In the **New File ID** field, select the file ID to which you want to copy funds. The file ID can be alpha or numeric. In the **New File ID** field, select the file ID to which you want to copy funds. The file ID can be alpha or numeric.
  
-Select the funds to be copied.+Select the top-level check box next to **Select** to ensure that all funds are selected.
  
 Select **Copy** to copy all funds to the new historical file ID.  Select **Copy** to copy all funds to the new historical file ID. 
  
-Click **Execute**. If there are errors, an error report is displayed. Review the errors, and then click **Cancel** to correct the errors and repeat the steps. +Click **Execute**. The following message is displayed. 
 + 
 +{{:general:financeeoyprocess:step_10_copy_current_to_new_8_message.jpg|Confirm Process Message}} 
 + 
 +Click **Yes** to continue. You are prompted to create a [[general:financebackup|backup]].  
 + 
 +If any errors are encountered, an error report is displayed. Review and clear the errors. 
 + 
 +If no errors are encountered, a preview report is not displayed. Click **Process** to continue. 
  
-SCREENSHOT+When the process is completed, a message is displayed indicating that the process was completed successfully. 
  
-Click **Process** to continue. You are prompted to create a [[general:financebackup|backup]]. A message is displayed indicating that the process was successfully completed.  
  
-SCREENSHOT +{{:general:financeeoyprocess:step_9_copy_file_id_8_to_new_alpha_confirmation.jpg|Process Completed Message}}
- +
  
 Click **OK** to close the message box. Click **OK** to close the message box.
  
-Run the [[finance:reports:financereports:summarymiscellaneousreports:boardreports|Finance > Reports > Finance Reports > Summary/Miscellaneous Reports > FIN3050 - Board Reports]] to compare fund totals in file ID C and the new historical file ID.+Generate the [[finance:reports:financereports:summarymiscellaneousreports:boardreports|Finance > Reports > Finance Reports > Summary/Miscellaneous Reports > FIN3050 - Board Reports]] to compare the fund totals in file ID C and the new historical file ID.
  
general/financeeoyprocess/copycurrentfileidtonewfileid.1525447113.txt.gz · Last modified: 2018/05/04 10:18 (external edit)

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