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general:financeeoyprocess:copycurrentfileidtonewfileid

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general:financeeoyprocess:copycurrentfileidtonewfileid [2019/04/29 19:49] emorenogeneral:financeeoyprocess:copycurrentfileidtonewfileid [2022/07/21 20:14] (current) emoreno
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 [[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. +Create new historical file ID. 
  
 Copy file ID C to the historical file ID 9. At this point, **All** fund/years should be selected to be copied or moved.  Copy file ID C to the historical file ID 9. At this point, **All** fund/years should be selected to be copied or moved. 
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 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.
  
-Ensure that all funds are selected.+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. 
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 If no errors are encountered, a preview report is not displayed. Click **Process** to continue.  If no errors are encountered, a preview report is not displayed. Click **Process** to continue. 
  
-When the process is completed, a message is displayed indicating that the process was successfully completed. +When the process is completed, a message is displayed indicating that the process was completed successfully
  
  
general/financeeoyprocess/copycurrentfileidtonewfileid.1556567380.txt.gz · Last modified: 2019/04/29 14:49 (external edit)