WHS FISCAL YEAR END

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    24-Feb-2016

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WHS FISCAL YEAR END. - PowerPoint PPT Presentation

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  • WHS FISCAL YEAR END

  • WHS FISCAL YEAR END CHECKLIST

    PRIOR YEAR

    1. Purge the Picklist File (Optional)

    2. Purge the Stock Item Price Variance File (Optional)

    NEW YEAR

    3. Define Control Options

    4. Copy Prior Year Setup

    5. Update Annual Usage Fields

    6. Recalculate History Balances

  • The next couple of programs are run in the prior year.This program is optional. It will purge the picklist records up to a date specified. You would not be able to re-print a picklist once it is purged.Enter the cutoff date to purge the picklist up to.Run this program to print any stock item price variances that have not been posted. Post the ones you want, then use this program to purge the rest. If your control options are setup to automatically post the price variances, you can skip this step. If you just want the report, leave the Purge Posted Records field blank. You can run the report, use program INV.440 to post the variances then use this program to purge the price variances. This program is optional. You do not have to purge the price variance posted records.The following steps are done in the new fiscal year. Be sure to add the control options for the new year. Last years options will default. You can review and make any changes, if you like.This program will copy your category codes from last year to this year.This program will calculate the annual usage for a stock item based on the issues and returns from last year.Run this program to update the history balances for stock items.

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