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CHANGEPE

 

 

TO CHANGE THE PERIOD XX (Calendar Year) TO Period XX (new Fiscal Year)

 

1)   Run a cleanup. [choice 8, 7, CLEANUP]

 

2)   Make a Backup. Keep this backup in a safe place and don't

   reuse it; Just in case.

 

---- Step 3 IF YOU DIDNT JUST CLOSE THE PERIOD VERY RECENTLY ---

3)   Close the period as normal. When the process is completed

   the program will say "The period was successfully reset. The

   new period is XX."

 

4)   Return to the Main Menu and go to the Store Information

   Defaults. [choice 8, 8, page 1]

 

   Change the period to period XX

 

5)   Return to the Main Menu. Confirm that the period says XX

 

6a)  Select Utility Programs (File,Misc, Utilities)

 

6b)  Highlight and select TRACK. Confirm that backups have been

   made.

 

6c)  All number fields, change to XX (ie. Last Period which was

   aged:)

 

6d)  All date fields, change to 12/31/2006 (ie. Date sales files

   were last purged:) (except the date the current month is due

    to end which should be 01/31/2007)

 

6e)  You will be returned to the Main Menu when you complete the

   last entry.

 

6f)  Again, select Utility Programs (File, Misc, Utilities)

   A list of utility programs will appear.

 

7a)  Highlight and select PERIOD. Confirm that backups have been

   made.

 

7b)  This utility asks: What period is January? Type: XX. It will

   then ask you to confirm January is period XX. Answer Y. When

   completed, this utility program will return to the Main

   Menu.

 

 

8)   Go to the DOT Prompt (Pro version File, Misc, Dot prompt).

   From the blank screen with the Dot Prompt, type:

 

   DO EOY <enter>

   QUIT <enter>

 

9)   Run another cleanup. [8, 7, CLEANUP]

 

10)  Run a Cleanup a Range of Yearly files [Choice 8, E, 8]

   Select CLEANUP YEARLY FILES 2000 through 2006 and type CLEANUP.

 

11)  The changing of fiscal year periods is complete.