Exporting Individual Account Reconciliation Artifacts

Service Administrators can export artifacts to create a snapshot that can be used when migrating across environments.

For the following artifact types, you can select and export individual artifacts: attributes, formats, holiday rules, match types, organizational units, periods, report groups, report queries, and reports. For the remaining artifact types, you must export all artifacts within the selected artifact type. For example, you need to export all currency buckets in the environment.

Note:

Individual Account Reconciliation artifacts are exported separately even as part of a daily backup operation.

To export one or more individual artifacts:

1. From the Home page, select Tools, and then Migration.

2. In the Categories tab, click Financial Close Management.

3. In the Artifact List, click Reconciliation Manager to display the list of artifacts that can be exported.

4. Select the artifacts to be exported.

   You can select one or more artifact types, one or more artifacts, or a combination of artifact types and artifacts. Selecting a artifact type will export all artifacts within that artifact type. For example, select Periods to export all periods in the application.

5. Click Export.

6. Enter a name for the export file folder and click OK.

   The Migration Status report displays a status of In progress initially.

7. Click Refresh.

   Once you see a status of Completed, the export file you created is available in the Artifact List.

8. Click Close.