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general:extract_to_asset_management

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Notes:

  • The Use Asset Management Cross-Reference Table option on the District Finance Options page must be selected before assets/inventory transactions can be extracted.
  • The Asset Management Cross-Reference table must have object/subobject codes for all assets/inventory before assets/inventory transactions can be extracted.

❏ Click Extract. The Asset Management Extract report is displayed. You have the option to print the report in PDF or CSV format.

❏ Click Process to begin creating the file. A message is displayed indicating that the process was successful. Click OK.

A dialog box is displayed with the file name (e.g., FINFA_02212022.txt) prompting you to save the file. Be sure to make note of the file name as you will need to access it during the import process.

❏ Click Cancel to return to the Extract Asset Management page.

general/extract_to_asset_management.1645460501.txt.gz · Last modified: 2022/02/21 11:21 (external edit)