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| finance:utilities:movecurrenttonewfileid [2017/07/31 14:33] – created emoreno | finance:utilities:movecurrenttonewfileid [2024/10/25 14:31] (current) – emoreno | ||
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| - | //**Breadcrumbs | + | //**Finance |
| - | <WRAP round intro>Include | + | <WRAP round intro>This utility is used to select individual funds or all funds in the current file ID and either move or copy them to a new file ID. The file ID can be a single character (alpha or numeric). |
| + | [[general: | ||
| - | ====Modify a record:==== | + | </ |
| - | ++++Select a student | {{page> | ||
| + | ====Move or copy a fund in a current file ID to a new file ID:==== | ||
| ^ Field ^ Description | ^ Field ^ Description | ||
| - | ^Campus | + | ^New File ID|Type a one-character file ID, or click {{:images: |
| - | ^ Pass/Fail|{{page> | + | ^Move|Select to move the fund to the new file ID.| |
| + | ^Copy|Selected by default, to copy the fund to the new file ID.| | ||
| - | Click **Save**.<WRAP box> | + | VCV Select the checkbox of the applicable fund(s). |
| - | + | ||
| - | + | ||
| - | ====Other functions and features: | + | |
| - | + | ||
| - | ^{{: | + | |
| + | * To select multiple rows when the funds are consecutive, | ||
| + | * To select multiple rows when the funds are not consecutive, | ||
| + | * If you want to move or copy all funds, click **Select** in the column heading. All funds are selected. Select **Move** or **Copy** in the column heading to indicate the action for all of the selected funds. | ||
| + | * If you do not want to move or copy all funds, click the **Select** in the column heading to clear the **Select** fields of multiple funds so that the funds are no longer selected. | ||
| + | {{page> | ||
| + | {{indexmenu_n> | ||
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