How to run end-of-period processing |
Note: If you are running end-of-year processing, see how to run end-of-year processing.
Step 1. Navigate to the System Management -> End of Period screen.
Step 2. Confirm that the system date in the System date field is correct. If not, change it.
Step 3. Confirm that there is a current backup of the database. If not, make one.
Step 4. Place a check next to the field (or fields) that correspond to the type of processing you want to perform.
a. End of day
b. Equipment usage for month ____ Year ____
Note: If you place a check in the Equipment usage field, you must specify the month and year for which you want to process the information. The month/year combination must be greater than the month/year combination in the Date last run field and the same as or earlier than the system date.
c. End-of-month for month ____ Year ____
Note: If you place a check in the End-of-month field, you must specify the month and year for which you want to process the information. The specified month/year combination must be greater than the month/year combination in the Date last run field and the same as or earlier than the system date. It also may not be greater than the month/year combination in the Equipment usage for month ____ year ____ field.
e. Purge obsolete database entries
f. End of year
g. Economic Order Quantity calculations
Note: The EOQ calculation deletes the current values for reorder point, reorder quantity, and safety stock level for all parts other than those specified to not calculate EOQ values automatically. To retain current values for these items, do not perform EOQ calculations.
Step 5. Click Save.
Tip: When you run end of period–end of month processing for December, calendars for the next year are generated automatically (except those that have already been generated). You should therefore review the holiday settings on each calendar ID prior to running end of month. If a calendar ID does not have holidays set up for next year, a message box displays after end-of-month processing has completed. You may want to review your holidays and regenerate those calendars. Holidays are associated with calendar IDs on the Holidays tab of the Data -> Setup -> Organization Structure -> Calendars screen.
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See Also