Executing a Period Roll Over aged used to age out all completely allocated transactions regardless of the Period Rollover Date entered.
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Solution
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title
SQL skills required
A working knowledge of SQL Management Studio is required to complete this task
The attached SQL script changes the Period Roll Over process so that only transactions with an Allocation Date on or before the date entered will be aged out. Period balances are updated according to the system date, not the Period Rollover Date.
Example
system date =
Period Roll Over Date = 31 Oct
roll over process will only age out transactions with an Allocation date of 31 October or earlierperiod balances are updated based on system date not Period Roll Over date
Download and apply the attached script to the database - 7.00.175 and 7.02.01 databases
View file
name
usp_JIWA_Debtor_PeriodRollover.sql
height
250
View file
name
DEV-7608_usp_JIWA_Creditor_Recalc_Balances.sql
height
250
In addition, if this solution causes rollover to become noticeably slower, the following script will speed up the process.
View file
name
DebtorPeriodRolloverAdditionalIndexes.sql
height
250
Note: Period numbers on the Transaction tab in debtor maintenance are dynamic and always reflect the login date not the Period Rollover Date.
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label in ( "allocation" , "allocations" , "period_roll-over" , "aging" , "period_rollover" , "debtors" ) and type = "page" and space = "J7UG"
