Period-End and Year-End Processing Checklist

To ensure that the Sales Recap reports from Sales Order are in sync with the sales history maintained for both the Customer and Inventory master files, you must perform Accounts Receivable and Inventory Management period-end processing in conjunction with the Sales Order period-end processing. Make sure to perform Accounts Receivable and Inventory Management period-end processing before performing a daily sales update for the next month's invoices.

Back up the Sales Order files onto a monthly set of backup disks or tapes.

Make sure all invoices are recorded for the current month.

Print the Open Sales Order Report.

Perform period-end or year-end processing. For more information, see Perform Period-End or Year-End Processing.

After completing period-end or year-end processing, back up the Sales Order files using a separate set of disks or tapes from the set used to back up the system in step 1.