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Trace: • Mass Delete Credit Memos - FIN6200 • Out of Balance Correction • fourarrowbuttons • Accrual Overview • Perform an export
general:financeeoyprocess:createbackup

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general:financeeoyprocess:createbackup [2020/07/13 15:26] – created emorenogeneral:financeeoyprocess:createbackup [2025/05/29 18:56] (current) – emoreno
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 [[finance:utilities:exportbyfileid|Finance > Utilities > Export by File ID]] [[finance:utilities:exportbyfileid|Finance > Utilities > Export by File ID]]
  
-It is important to perform an export prior to making a significant change. This allows you to revert data to a certain point in the process if necessary. +It is important to perform an export prior to making significant changes. This allows you to revert data to a certain point in the process if necessary.  
 + 
 +This step should be completed prior to continuing the process. 
 + 
 +Create an export of file ID C. 
 + 
 +<WRAP box>**Reminder**: Do not change the export file name as it may cause issues during the import process. 
 +</WRAP>   
 + 
 +{{:general:fin_eoy_step_1_export_by_file_id.png|Export by File ID}} 
 + 
 + 
 +VCV Under **Available File IDs**, select the checkbox next to file ID C.  
 + 
 +VCV Click {{:general:single_forward_arrow_button.jpg|Single Forward Arrow}} to move the selected file ID to the **Selected File IDs** column. 
 + 
 + 
 + 
 +VCV Click **Execute** to execute the process. A message is displayed indicating that you are about to export Finance tables. 
 + 
 +{{:general:financeeoyprocess:fin_eoy_step_1_export_message.png|Export Finance Tables Message}} 
 + 
 +VCV Click **Yes** to continue. Or, click **No** to return to the Export by File ID page. 
 + 
 + 
 +<div indent>  
 +A pop-up window is displayed.  
 + 
 +{{:general:financeeoyprocess:fin_eoy_step_1_enter_password.png|Archive Password Box}} 
 + 
 +</div> 
 +  * In the **Enter the Password to be used for the Archive**, type a password for the file and click **OK**.  
 +  * Click **Cancel** to cancel the process. 
 +<div indent> A message is displayed indicating that the Finance tables were exported successfully.  
 +{{:general:financeeoyprocess:fin_eoy_step_1_process_completemessage.png|Process Completed Message}}  
 +</div> 
 + 
  
-**Reminder**: Do not change the export file name as it may cause issues during the import process.   
general/financeeoyprocess/createbackup.1594654017.txt.gz · Last modified: 2020/07/13 10:26 (external edit)

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