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positionmanagement:utilities:updatefiscalyearbyfund

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positionmanagement:utilities:updatefiscalyearbyfund [2020/08/19 22:05] – emorenopositionmanagement:utilities:updatefiscalyearbyfund [2020/09/09 15:51] (current) – emoreno
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 <div #message></div> <div #message></div>
  
-//**Position Management > Utilities > PMIS > Update Fiscal Year by Fund**//+//**Position Management > Utilities >  Update Fiscal Year by Fund**//
  
-<WRAP round intro>This 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.+<WRAP round intro>This utility 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.
  
  
 Position distribution records will be updated based on the logged-on pay frequency. For example: Position distribution records will be updated based on the logged-on pay frequency. For example:
  
-If you are logged on to a current year pay frequency, current year position management +  * If you are logged on to a current year pay frequency, current year position management distribution records are incremented for selected funds. 
-distribution records are incremented for selected funds.+  * If logged on to a next year pay frequency, forecast position management records are incremented for selected funds.
  
-If logged on to a next year pay frequency, forecast position management records are +Create an export using Export PMIS Tables prior to using this utility.
-incremented for selected funds. +
- +
- +
-**Note**:  Create an export using Export PMIS Tables prior to using this utility.+
 </WRAP> </WRAP>
  
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 ====Update the fiscal year:==== ====Update the fiscal year:====
  
-Under **Increment Fiscal Year by 1**:+VCV 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.   * 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.   * The **Fund/Year** field is display only and indicates the fund/fiscal year that can be incremented.
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 </WRAP> </WRAP>
  
-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. +VCV 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.
  
-Click **Execute** to start the update process. 
  
-[[general:pmis_backup|Create a backup.]]+VCV Click **Execute** to start the update process. You are prompted to create a [[general:pmis_backup|backup.]]
  
-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.+<div indent>After the export process is completed, the actual update is performed. If the update is successful, a message is displayed indicating that the update process was completed successfully. 
 +</div>
  
  
positionmanagement/utilities/updatefiscalyearbyfund.1597874714.txt.gz · Last modified: 2020/08/19 17:05 (external edit)

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