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humanresources:utilities:pmis:updatefiscalyearbyfund

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humanresources:utilities:pmis:updatefiscalyearbyfund [2017/12/14 21:09] – emorenohumanresources:utilities:pmis:updatefiscalyearbyfund [2020/09/28 18:46] (current) – removed emoreno
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-======Update Fiscal Year by Fund - HRS6240====== 
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-<div #message></div> 
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-//**Human Resources > Utilities > PMIS > Update Fiscal Year by Fund**// 
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-<WRAP round intro>page is used to select funds that need an updated fiscal year. When updating the fiscal year by fund, ensure the payroll frequency matches that of the logged-on payroll frequency. To update the fiscal year for another payroll frequency (e.g., E - Semimonthly NYR), you must change to that payroll frequency using the Change Payroll Frequency dialog box. 
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-Position distribution records will be updated based on the logged-on pay frequency. For example: 
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-If you are logged on to a current year pay frequency, current year position management 
-distribution records are incremented for selected funds. 
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-If logged on to a next year pay frequency, forecast position management records are 
-incremented for selected funds. 
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-**Note**:  Create an export using Export PMIS Tables prior to using this utility. 
-</WRAP> 
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-====Update the fiscal year:==== 
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-Under **Increment Fiscal Year by 1**: 
-  * Select **Increment** to increment the fiscal year by one. If **Increment** is not selected, the fiscal year is not incremented. 
-  * The **Fund/Year** field is display only and indicates the fund/fiscal year that can be incremented. 
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-<WRAP Box> 
-**Note**: The new fund/fiscal year must exist in the current year or Budget of next year. 
-</WRAP> 
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-Click **Retrieve** to reset all rows with Increment selected to the default setting (e.g., clear the check boxes). If you click **Retrieve**, any unprocessed changes are lost. 
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-Click **Execute** to start the update process. 
-++++Create a backup.|{{page>general:pmis_backup&inline}}++++ 
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-After the export process is completed, the actual update is performed. If the update is successful, a message indicating that the update process was completed successfully is displayed. 
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-{{indexmenu_n>25}} 
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humanresources/utilities/pmis/updatefiscalyearbyfund.1513285785.txt.gz · Last modified: 2017/12/14 16:09 (external edit)

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