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Trace: • Copy current file ID (C) to new file ID for historical purposes
general:assetmanagement_eoysummary14

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general:assetmanagement_eoysummary14 [2022/02/21 21:20] – created emorenogeneral:assetmanagement_eoysummary14 [2022/03/04 21:00] (current) – emoreno
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-=====Verify current and next fiscal year in FY table=====+=====Copy current file ID (C) to new file ID for historical purposes=====
  
 +[[assetmanagement:utilities:copycurrenttonewfileid|Asset Management > Utilities > Copy Current to New File ID]]
 +\\  \\  
 +Copy the current file ID (C) data into the new historical file ID. This process allows you to copy data that currently exists in file ID C to a new file ID, which will serve as your prior year historical file.
 +\\  \\
 +{{:general:am_copy_current_to_new_file_id.jpg?|Copy Current To New File ID}}
 +\\  \\
 +If you need to update any information, you must log on to the new file ID through the Change File ID function and manually make the modifications. \\ <WRAP box>**Note**: Changes made in one file ID do not update in the other file ID.</WRAP>
 +\\  
 +After copying data to the historical ID, you can begin making changes as needed to your new current file ID.
 +\\  \\
 +{{:general:am_current_to_historical_file_id.jpg?|File ID}}
  
-Copy the Current FileID (C) into the new historical retention FileID. 
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-The Utilities/Copy Current to New FileID utility allows you to place a copy of the data that currently exists in FileID (C) into a new FileID which will serve as your prior year historical file.  You then have the basis to begin your new Current (C) FileID and modify the data as necessary. 
  
general/assetmanagement_eoysummary14.1645478458.txt.gz · Last modified: 2022/02/21 16:20 (external edit)

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