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Trace: • Review file IDs • Generate the Account Code Comparison report • Cancel EOY outstanding back orders • createextradutycodes • updatefinanceoptionsclearingfundmaintenance
general:financeeoyprocess:reviewdeletefileids

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general:financeeoyprocess:reviewdeletefileids [2021/06/08 18:58] – emorenogeneral:financeeoyprocess:reviewdeletefileids [2025/05/28 21:02] (current) – emoreno
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 Prior to creating the new historical file ID, review the existing file IDs to determine if any need to be deleted or copied to a new file ID.  Prior to creating the new historical file ID, review the existing file IDs to determine if any need to be deleted or copied to a new file ID. 
  
-{{:general:fin_eoy_step_8_file_ids.png|File IDs}}+<WRAP Box>**Note**: Keep in mind that all existing historical file IDs are subject to open records requests. 
 +</WRAP>
  
 +<WRAP center round tip>
 +**TIP**: **It is recommended** to only keep the numerical file IDs. This makes it easier for LEAs to use the fiscal year when defining the **Next Available** numbers on the Finance > Tables > District Finance Options > Finance Options tab.
 +</WRAP>
  
-If you do not need to delete or copy any file IDs, continue to step 10.  +{{:general:financeeoyprocess:step_10_review_file_ids.jpg|File IDs}}
  
 +If file ID 5 (2014-2015) exists and you want to retain it for historical purposes, log on to file ID 5 and copy it to a new unused alpha file ID using the [[finance:utilities:movecurrenttonewfileid|Finance > Utilities > Move Current to New File ID]] page. 
 +
 +
 +If you do not need to copy to a new file ID, proceed to Step 11. 
 +
 +<WRAP center round important>
 +Log on to the applicable historical file ID as this utility cannot be processed in the current file ID (file ID C).
 +</WRAP>
  
-If file ID 1 (2010-2011) exists and you want to retain it for historical purposes, log on to file ID 1 and copy it to a new unused alpha file ID using the [[finance:utilities:movecurrenttonewfileid|Finance > Utilities > Move Current to New File ID]] page. Log on to the applicable historical file ID as this utility cannot be processed in the current file ID (file ID C). 
  
 {{:general:fin_eoy_step_8_move_current_to_new_file_id.png|Move Current to New File ID}} {{:general:fin_eoy_step_8_move_current_to_new_file_id.png|Move Current to New File ID}}
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 VCV In the **New File ID** field, select the file ID to which you want to copy all funds. VCV In the **New File ID** field, select the file ID to which you want to copy all funds.
  
-VCV **It is recommended** to copy all funds. Click the **Select** check box in the column heading to select all funds. +VCV **It is recommended** to copy all funds. Click the **Select** checkbox in the column heading to select all funds. 
  
 VCV Click **Copy** in the column heading to select **Copy** for all funds. VCV Click **Copy** in the column heading to select **Copy** for all funds.
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 {{:general:fin_eoy_step_8_copy_message.png|Confirm Copy Message}} {{:general:fin_eoy_step_8_copy_message.png|Confirm Copy Message}}
  
-VCV Click **Yes** to continue. You are prompted to create a [[general:financebackup|backup]]. A message is displayed indicating that the process was successfully completed.+VCV Click **Yes** to continue. You are prompted to create a [[general:financebackup|backup (export)]]. A message is displayed indicating that the process was successfully completed.
  
 {{:general:fin_eoy_step_8_complete_message.png|Complete Message}} {{:general:fin_eoy_step_8_complete_message.png|Complete Message}}
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 VCV Log on to the historical file ID to verify that the copy was successful.  VCV Log on to the historical file ID to verify that the copy was successful. 
  
-Proceed to the next step to delete file ID 1 (2010-2011). Deleting file ID 1 (2010-2011) allows the 2020-2021 fiscal year data to be saved in file ID 1. +Proceed to the next step to delete file ID 5 (2014-2015). Deleting file ID 5 (2014-2015) allows the 2024-2025 fiscal year data to be saved in file ID 5.  
  
-<WRAP Box>**Note**: Keep in mind that all existing historical file IDs are subject to open records requests. 
-</WRAP> 
general/financeeoyprocess/reviewdeletefileids.1623178721.txt.gz · Last modified: 2021/06/08 13:58 (external edit)

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