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Trace: • Move Forecast to NYR Payroll - HRS6270
positionmanagement:utilities:updatefiscalyearbyfund

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positionmanagement:utilities:updatefiscalyearbyfund [2020/08/19 22:06] – 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.
  
  
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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.   * If you are logged on to a current year pay frequency, current year position management distribution records are incremented for selected funds.
-  * If logged on to a next year pay frequency, forecast position management records are +  * If logged on to a next year pay frequency, forecast position management records are incremented for selected funds.
-incremented for selected funds.+
  
-**Note**:  Create an export using Export PMIS Tables prior to using this utility.+Create an export using Export PMIS Tables prior to using this utility.
 </WRAP> </WRAP>
  
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 VCV Click **Execute** to start the update process. You are prompted to create a [[general:pmis_backup|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 is displayed indicating that the update process was completed successfully.+<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.1597874808.txt.gz · Last modified: 2020/08/19 17:06 (external edit)

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