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general:financeeoyprocess:reviewdeletefileids
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Review File IDs

Prior to creating the new historical file ID, review the existing file IDs to determine if any need to be deleted or copied to a new file ID.

Finance File ID List

If file ID 9 (2008-2009) exists and you want to retain it for historical purposes, log on to file ID 9 and copy it to a new unused alpha file ID using the Finance > Utilities > Move Current to New File ID page.

Move Current To New File ID Page

In the New File ID field, select file ID to which you want to copy funds.

Click Execute. A message is displayed indicating that data is about to be copied from one file ID to another.

Confirm Process Message

Click Yes to continue. You are prompted to create a backup. A message is displayed indicating that the process was successfully completed.

Process Completed Message

Click OK to close the message box.

Proceed to step 10 to delete file ID 9 (2008-2009). Deleting file ID 9 (2008-2009) allows the 2018-2019 fiscal year data to be saved in file ID 9.

Note: Keep in mind that all existing historical file IDs are subject to open records requests.

general/financeeoyprocess/reviewdeletefileids.1556810979.txt.gz · Last modified: 2019/05/02 10:29 (external edit)

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