This allows you to set up the sales ledger period end dates that your system
uses. Note: updating these dates does not process the Sales Ledger Period
End.
1. Select Gx Sales from the toolbar.
2. Hold the cursor over Options on the menu.
3. Select Period End Dates from the second menu.
4. Select the Number of Periods in your financial year. Normally this is set
up when you begin using the system and will not need to be amended.
5. Current Period Number - this will be selected when you set up the
system and there should be no reason to change it afterwards if you are
running the Sales Ledger Period End correctly.
6. Current Period End Date - this will be entered when you set up the
system, and running the Sales Ledger Period End correctly will update this
automatically. There should be no need to manually amend it.
7. The system will record the Previous Period End Dates for you, updating
these each time you run the Sales Ledger Period End. There is no reason
to amend these after setting them up initially when you install Power-Gx.
8. You will need to maintain the Future Period End Dates as the system
moves Future Period 1 into the Current Period End Date each time you
run the period end. The dates in the list are all moved up one place and Future Period 12 becomes blank. You may prefer to update Future
Period 12 each time you run a period end so that you always have a full
twelve months of future period end dates set on the system. Alternatively
you can let these run out and set all twelve future period end dates up
once a year. Note: Future Period 1 should be entered as the next period
end date after the Current Period End Date. Make sure you do not
duplicate or miss a month.
Click here to view the Sales Period End Dates screen.