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YEAR-END CLOSING
Recommended procedures for closing the year in Printer's Plan:
(These procedures apply to all versions of Printer's Plan for Windows)
Although there are no "required" Year-End Closing Procedures in Printer's Plan, we strongly recommend that you do the following before January 1st.
- Enter all payments you have received.
- Post all orders you have shipped.
- Backup your PlanData: Before you enter any data into Printer's Plan in the new year, save a copy of the database file, PlanData.mdb, to a backup location, such as a zip
disk, CD, or another computer's hard disk. Rename the copied file. Example: PlanData-YearEnd-2004.mdb.
Suggestion: Make a full backup by copying the whole Printer's Plan folder on your server onto removable media, such as a CD or DVD.
- Print an Aging Report.
- Print all of the sales reports by month and by year. (For information on these reports, please see the
Reports chapter in your User's Guide.) You can access
sales reports from the Reports section of Printer's Plan
and from Printer's Plan Companion:
a) In Printer's Plan: Open the 'Sales by' folder in the
Reports section of Printer's Plan, and print all the
reports listed. If you have the optional QuickSale tool,
open the 'Quick Sale' folder and print the 'Summary by
Department' report. Note: Printer's Plan reports can be
printed any time on or after December 31.
b) In PP Companion: Open the 'Tools'window and select 'PPCompanion.'
NOTE: If you choose to print the 'Sales Summary by Date
Posted'
report, print it immediately after the last posting of
2004.
If you are unable to close the year before January 1st:
You can still close the year. Do the following before entering any new data in the new year:
- Close Printer's Plan on all computers.
- Change the system date of one of your computers to December 31 of the year ended.
- Open Printer's Plan on this computer only.
- Follow the recommended procedures above.
- Close Printer's Plan.
- Return the system date of the computer to the correct date.
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Year End