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Sage 100 Module Closing

By MeLinda Matsumoto on Dec 13, 2019 at 12:13 PM in Sage 100cloud Newsletter

Learn the Proper Order to Close Sage 100 and Sage 100cloud Modules to Prevent Data Damage

A year-end process in one module often writes data to another module. Therefore, the sequence in which you close your Sage 100 modules is extremely important in order to avoid the risk of damaging your data.

Important: Remember to back up your data before starting any module closing procedures. Refer to the “how to backup data” article included in this newsletter for guidance.

  1. Bill of Materials*
  2. Work Order Processing*
  3. Bar Code
  4. Purchase Order Processing
  5. Sales Order Processing
  6. Inventory Management
  7. Material Requirements Planning (MRP)*
  8. Timecard
  9. Payroll (Quarter-end processing)
  10. Accounts Receivable
  11. Accounts Payable
  12. Job Cost
  13. Bank Reconciliation
  14. General Ledger

*Note: While there is no formal closing procedure in the Bill of Materials, Work Order, or MRP modules, all transactions in those modules should be posted before starting any closing procedures in the modules that follow them (i.e. Post transactions in Work Order before closing Purchase Order, Sales Order, and Inventory).

Remember, this is just a general guideline.  If you own modules that aren’t listed above or you run any third-party add-on products, please contact us to discuss specific closing procedures for your company.

Get the Full Details

Contact us if you need help with Sage 100cloud module closing or with year-end processing.

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