About Periodic Processing

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This topic introduces tasks you might perform as part of your daily, weekly, bi-weekly, or monthly procedures.

Daily Or Weekly Processing Tasks

If you have high order volumes, you can use the following screens at the end of each day to complete order processing:

I/C Day End Processing screen. Day End Processing performs several tasks depending on the processing options that you select in Inventory Control, Order Entry, and Accounts Receivable. For more information, see About Day End Processing .

Important! The time required to complete Day End Processing varies according to your computer and the number of transactions you entered since the last time you ran Day End Processing. For information about improving performance, see About Day End Processing .
O/E Create Batch screen. You can use this screen to perform the following tasks:
- Create the General Ledger batch.
- Optionally, post the General Ledger Batch (if you select the Create G/L Transactions By Creating and Posting a New Batch option on the O/E G/L Integration screen).
- Post A/R batches in Accounts Receivable.
For more information, see O/E Create Batch Screen .

At each period end, you should:

Use the O/E Order Entry screen to create any new sales orders you wish to process in the period.
Use the O/E Credit/Debit Note Entry screen to post other transactions that apply to the period.
Print the O/E Order Action, O/E Invoice Action, and O/E Aged Orders reports to identify orders that require action.
Print the O/E G/L Transactions report, and then use the O/E Create Batch screen to create and process general ledger transactions (if you do not use the option to create general ledger transactions during Day End Processing.
Use the O/E Clear History screen to clear paid transactions, posting journals, and statistics that you no longer need.