IdealWare Online Users Manual

SP1-04 S/P PROCEDURES
31400 Period End Processing

 

SUMMARY

 

The period end processing for the sales processing system should be done in conjunction with the A/R period end processing and the inventory period end processing procedures.

  1. Perform daily order processing & non-selectable order processing procedures.

    See 31399 - DAY TO DAY PROCESSING. Perform the daily order processing procedures up to the last date of the period. Include the non-selectable order processing procedures.

  2. Print period end reports (optional).

    See 31615 - FLASH TOTALS & CATEGORY GROUP FLASH TOTALS REPORTS. If required, print the FLASH TOTALS report using the HISTORY option specifying the current period. This prints a summary of all orders generated for the month.

  3. Perform A/R and inventory period end processing.