PTD/YTD Closing Procedures

[Chris Kelleher]

Syteline v3.5b01a

I am trying to clear out the period and YTD summation totals for year-end processing. The standard utilities will zero out current totals and apply to last year's total. It is almost impossible to run these closing utilities prior to new activities being processed. I would like to be able to clear these totals and then rebuild the summations based on a given G/L period range. Is there a standard Symix utility that can do the same processing as the normal closing routines, but give the ability to rebuild based on a specific period range? Are there any other customers that have done this, maybe via a custom/modified utility?
Thank you in advance for any assistance that can be given.

 

[Chris Kelleher]

Michael,
Unless I am mistaken, the year end closing routines (other than those for
the G/L)do not effect any financial data. They do populate the YTD figures
for employee wages, customer YTD sales, vendor YTD purchases, etc, but they
do not effect financial information in the system.

The G/L routines do put in year end balances, but these do not need to be
run immediately - they are date driven and can be run more than once (in the
case where things are posted after the initial year end closing). For
detailed info, check the SyteLine help - search for "year end".
HTH
Marty Sosso