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Trace: • Set District HR Options • group_code • trspositioncode • manageusers_body • Copy the current year budget

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general:budgetprocessing:step6
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Budget > Utilities > Copy Current to New File ID

Copy the current year data to another file ID (2018-2019 to file ID 9) for historical purposes.

Copy Current to New File ID Page

Field Description
New File ID

Click Drop Down Arrow to select the one-character file ID. This field represents the file ID to which you can move or copy funds.

Select AllClick to select all Select check boxes for all funds.

Click Execute to copy the selected funds to the new file ID. A message is displayed indicating that you are about to copy data from the current file ID to a new file ID and prompts you to continue.

Click Yes, a message is displayed indicating that the process was successfully completed. Click OK.

Log on to Budget file ID 9 and perform an inquiry to verify that all fund data was copied.

Budget Account Codes Inquiry Page

After verifying the fund data, log on to file ID N before continuing with the Budget process.

general/budgetprocessing/step6.1550091152.txt.gz · Last modified: 2019/02/13 15:52 (external edit)

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