• Viewing enhancements in the RM Sales Analysis window.
• Viewing enhancements in the RM Period Sales Analysis window.
• The Customer Period Summary window. To open this window, click Sales on the Cards menu, click Summary , and then click History .---------------------------------------------------------------
EXAMPLE: The following example shows how the year-end closing routine handles a specific transaction dated in the following year if the prior year had not yet been closed:
Note This sample procedure uses Fabrikam, Inc., the sample company for Microsoft Dynamics GP. This sample assumes that the calendar year 2017 has not yet been closed in Receivables Management.
Set the user date. To do this, follow the below step:
• In Microsoft Dynamics GP. click Microsoft Dynamics GP , and then click User Date .
|2.||Type 01/10/2018 , and then click OK .|
|3.||Click Transactions , point to Sales , and then click Transaction Entry to open the Receivables Transaction Entry window.|
|4.||Create and then post an invoice. To do this, follow these steps: |
|5.||On the Cards menu, point to Sales , and then click Summary .|
|6.||In the Customer ID list, click SINCLAIR0001 , and then click Amount Since Last Close in the Summary View list. |
Note The $100.00 Sales amount appears in the Year to Date column.
|7.||Click Close .|
|8.||Close the Sales year: In Microsoft Dynamics GP, point to Tools on the Microsoft Dynamics GP menu, point to Routines , point to Sales , and then click Year-End Close .|
|9.||Click Process to close the year.|
|10.||On the Cards menu, point to Sales , and then click Summary to open the Customer Summary window. In the Customer ID list, click SINCLAIR0001 , and then click Amount Since Last Close in the Summary View list. |
Note The $100.00 Sales amount now appears in the Last Year column even though the amount was typed on a document that has a document date and a posting date that are both in the new year. This view is reset at the time you performed the actual close.
|11.||In the Summary View list, click Calendar View , and then click Calculate . The $100.00 Sales amount appears in the Year-to-Date column since this view is date-sensitive.|
For more information about how to perform the year-end closing routine, click the following article number to view the article in the Microsoft Knowledge Base:
857444 Year-end closing procedures for Receivables Management in Microsoft Dynamics GP
This article was TechKnowledge document 20542.
Article ID: 851140 - Last Review: Oct 2, 2017 - Revision: 3