The Definitions of Extra Flags in System Period Control Setup
Q - In Global Setup -> System -> System Period Control, I can't find documentation on the following two flags:
10. Update COP Period Thru Sales Period End & Year End
11. Use Calendar Year or Fiscal Year?
See sample screen below:
A - Here are the definitions of these two flags:
10. Update COP Period Thru Sales Period End & Year End
In COP -> Processing -> Sales History Processing, there are functions for “Period End Procedure” and “Year End Procedure.” If this flag is set to “Y,” then as you perform the COP Period or Year End procedure, the System Period Control will be automatically updated. Many people don’t use the COP Period or Year End Procedure, which is meant to update the COP Sales History Database. There are many other alternatives that can be used to obtain sales history reporting.
11. Use Calendar Year or Fiscal Year?
The default is “C” = Calendar Year. If you are using Fiscal Year, then you can enter “F.” The system will then prompt for your Fiscal Year End Month. The purpose of this is to display the YTD or Last Year accumulator data in certain areas throughout Elliott. This includes:
- Accounts Payable to Recalculate Vendor YTD and Last Year Accumulator
- In Global Setup, under Utility, Accounts Receivable, there’s a function to re-calculate Customer Average Days to Pay that will use this flag.
- Stock Status – Where YTD and Last Year data can be displayed depends on the settings.
- Stock Status Drill Down to Location History – The 12-month display will use the fiscal year info defined as the year, if applicable.
- In Global Setup, under Utility, Inventory Manager, there’s a function that can re-calculate Item PTD and YTD function, which will use this flag.
- In Purchase Order, Line Item Screen, there’s a feature you can use to create PO line items based on sales history, which will use this flag.
- COP Promotion Desk – This is a vertical add-on feature to help update the sales date in the Item Master file based on sales history.
- PO Buyer Desk – This is a vertical add-on feature to help buyers create purchase orders based on sales history.