Keeping Things in Order: Sage 100 Module Closing at Year End
Sage 100 Year End Module Closing Process
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 on this blog for guidance.
- Bill of Materials*
- Work Order Processing*
- Bar Code
- Purchase Order Processing
- Sales Order Processing
- Inventory Management
- Material Requirements Planning (MRP)*
- Timecard
- Payroll (Quarter-end processing)
- Accounts Receivable
- Accounts Payable
- Job Cost
- Bank Reconciliation
- 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.
Contact us if you need help with Sage 100cloud module closing or with year-end processing.
©2020 Juice Marketing, LLC. All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder.
“We’ve never had a concern about whether a problem can be fixed or not. Walpole consultants are top notch and very responsive. We’re always able to speak directly to a live person rather than sit on hold in a call tree or wait hours for someone to call back.”Ryan Abbott (Controller)
General Production Service, Inc.