Open topic with navigation

Select Sales Order Period End menu > Period End Processing.

Use Period End Processing to automatically perform either period-end or year-end processing based on the period entered in the Current Period field in the Sales Order Options window.

Period End Processing allows you to close the current period and cycle the accounting period forward to the next period. Period-end processing is usually performed at the end of each accounting period. Year-end processing takes place automatically when period-end processing is performed for the last period of the fiscal year.

Note  Fields in the Sales Order Options window are used to determine the current accounting period and number of years to retain sales history after year-end processing.

The following occurs during period-end or year-end:

• The Sales Order Recap is purged based on options selected in Sales Order Options during period-end and year-end.

• Expired master and repeating orders are automatically purged as of the period-ending date during period-end and year-end.

• Sales history is purged based on the number of years to retain sales history in Sales Order Options only during year-end processing.

If you have not already printed period-end reports, you can do so during period-end processing. You can also select and print period-end reports without accessing Period End Processing by using Period End Report Selection.

Warning Backing up your data is an important part of your daily and monthly procedures. Back up all Sales Order data before proceeding.

© Sage Group plc 2019. Privacy Policy | Copyright/Trademarks