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Trace: • Export Budget Tables - BUD7100 • Change Fiscal Year - BAR6300
accountsreceivable:utilities:changefiscalyear

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accountsreceivable:utilities:changefiscalyear [2018/04/19 21:27] – emorenoaccountsreceivable:utilities:changefiscalyear [2020/09/30 15:00] (current) – emoreno
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 //**Accounts Receivable > Utilities > Change Fiscal Year**// //**Accounts Receivable > Utilities > Change Fiscal Year**//
  
-<WRAP round intro>This utility is used to update the fiscal year for fund/fiscal year combinations that are tied to an open (not fully paid) invoice, which moves open invoices to another fiscal year.+<WRAP round intro>This utility is used to change the fiscal year for fund/fiscal year combinations that are tied to an open (not fully paid) invoice. This process moves the open invoices to another fiscal year.
  
-If the new fund/yr does not exist in the Finance chart of accounts, an error message with the missing code(s) is displayed.</WRAP>+If the new fund/yr does not exist in the Finance chart of accounts, an error message with the missing fund/yr(s) is displayed.</WRAP>
  
  
 ====Change fiscal years:==== ====Change fiscal years:====
  
-A list of available fund/yrs for all open (not fully paid) invoices is displayed in the grid.+A list of available fund/yr(s) for all open (not fully paid) invoices is displayed.
  
-Select the fund/yrs(s) to be changed. +VCV Select the fund/yr(s) to be changed. Selecting a fund enables the **To Year (0-9)** field for changes.  
  
 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
-^Fund/Yr|Displays the available fund/yrs for all open (not fully paid) invoices.| +^Fund/Yr|Displays the available fund/yr(s) for all open (not fully paid) invoices.| 
-^To Year\\  (0-9)|By default, this field is disabled and set to the next fiscal year (current year plus one). However, the value can be changed. Select the fund to enable the field and make the change.|+^To Year\\  (0-9)|By default, this field is disabled and set to the next fiscal year (current year plus one). However, the value can be changed if necessary.\\  \\   The fund must be selected to enable this field.|
 ^Fund Description|Displays the fund description from the Finance chart of accounts.| ^Fund Description|Displays the fund description from the Finance chart of accounts.|
  
  
-^Execute|Click to execute the process. An error report is displayed. ++Review the report.|{{page>general:printreport&inline}}++| +VCV Click **Execute** to execute the process. An error report is displayed. [[general:printreport|Review the report.]]
-^Process|Click to continue the process. A message is displayed indicating that the process was successful.\\  \\  The processed fund/fiscal year(s) are displayed in the grid with the updated fiscal year.|+
  
 +VCV Click **Process** to continue the process. 
  
 +<div indent>A message is displayed indicating that the process was completed successfully. The processed fund/fy(s) are no longer displayed on the page.
 +</div>
 +
 +\\
 Use the [[accountsreceivable:maintenance:invoicestatusinquiry|Accounts Receivable > Maintenance > Invoice Status Inquiry]] page to verify the updated fund/fiscal year on the invoice(s). Use the [[accountsreceivable:maintenance:invoicestatusinquiry|Accounts Receivable > Maintenance > Invoice Status Inquiry]] page to verify the updated fund/fiscal year on the invoice(s).
  
accountsreceivable/utilities/changefiscalyear.1524173238.txt.gz · Last modified: 2018/04/19 16:27 (external edit)

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