Use this information to complete the
daily update process manually.
For most clients, the daily update
process is automated, but administrators can also upload files directly into the application
manually, if needed.
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Navigate to .
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Select a day to update from Update
Date.
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Select Add/Replace.
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Select Select.
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Browse and select a file to upload.
Tip: If you are replacing a file, then the name of the selected file must
be the same as the name of the file you are replacing.
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Select Upload.
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Repeat this process to add or replace multiple files.
Tip: Before the files that you select show up in the list of extract files to
process, the file names must already be associated with a file type. If they are not,
contact the Financial Performance Suite team for assistance.
After the files are added and/or assigned, the file set is shown in a grid.
You can select the File Name for a file to download it. You can
also select the Layout Name to open the File Layout Setup page to modify the file layout and data mappings.
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Select Start to run the daily update process.
A progress bar appears to show the current stage of the daily update.
During the first In Progress stage, the application begins
interpreting the information in the data files and validating that the information can
be processed.
Progress messages are shown as the process moves through the update and
post-update stages and steps. If a problem is encountered, a troubleshooting best practice
is to note the current stage and step of the process.
The Daily Update Process page shows the day
completed as the Last Successful Run.
If no problems are detected, the process runs until it completes, and you are
notified that it was successful.
Resolve any exceptions that are found in
the second Exceptions stage, if needed, before the final
Calculations stage runs to complete the process.