Business

User Tools

Site Tools

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

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
general:financeeoyprocess:createbackup [2021/06/10 20:39] – emorenogeneral:financeeoyprocess:createbackup [2025/05/29 18:56] (current) – emoreno
Line 5: Line 5:
 [[finance:utilities:exportbyfileid|Finance > Utilities > Export by File ID]] [[finance:utilities:exportbyfileid|Finance > Utilities > Export by File ID]]
  
-{{:general:fin_eoy_step_1_export_by_file_id.png|Export by File ID}}+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. 
  
-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. +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 box>**Reminder**: Do not change the export file name as it may cause issues during the import process.
 </WRAP>   </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>
 +
 +
 +
general/financeeoyprocess/createbackup.1623357565.txt.gz · Last modified: 2021/06/10 15:39 (external edit)

Page Tools

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International

Americans with Disabilities Act (ADA) and Web Accessibility

The Texas Computer Cooperative (TCC) is committed to making its websites accessible to all users. It is TCC policy to ensure that new and updated content complies with Web Content Accessibility Guidelines (WCAG) 2.0 Level AA. We welcome comments and suggestions to improve the accessibility of our websites. If the format of any material on our website interferes with your ability to access the information, use this form to leave a comment about the accessibility of our website.