Use the End-Of-Period Update program to close the current sales orders period by resetting the current period and removing Daily Sales Register recap period-to-date information.
Order Booking Processing:
When determining if a document’s order booking records should be removed, the system only considers the document’s create date. In other words, if the create date is within the date range, the system removes all of that document’s order booking records–-even if the edit dates are not within the date range. However, the system first checks to see if the sales order is still open. If the order type is "O" or the status is "E" or "W", then the system does not remove the document’s order booking records
If the Order Booking flag is set to "Not used" in SO Static Control F/M, the next time the end of period update is run, the system purges all order booking records for the current company.
To run the sales orders End-of-Period Update:
Click Sales Orders>End of Period> End of Period Update (SOU890).
For Close-Out Period, specify Y or N to indicate whether or not to close out the current sales orders period. Press Enter to default to Y.