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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.
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.
In the New File ID field, select the 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.
Click Yes to continue. You are prompted to create a backup. A message is displayed indicating that the process was successfully completed.
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.1557259521.txt.gz · Last modified: 2019/05/07 15:05 (external edit)