SO End of Period Overview

End of Period Procedures

The End-of-Period Menu contains programs that should be run at the end of each Sales Orders period in order to close it correctly.

You can access the following programs from the SO End of Period menu:

The Period Sales Register prints a recap of all the Daily Sales Registers run for the period listing a total for the period at the bottom. If used, the Daily Sales Registers recaps are also listed by salesperson, terminal, terms code, warehouse and/or department. The optional removal should be run to remove all registers for the start of the next period.

The End-of-Period Update zeros out the monthly recap figures and increments the current sales orders period by one.