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Where financial data already exists in a database, the reporting requirements of a business may change and this requires changes being made to the table GL_Config - UPDATED for 7.00.157 and 7.00.175

Step-by-step guide

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In this example, the current posting period is November 2016 and the new year end is to be 31 December 2016.  We need to spread the last 7 months of the 2016/2017 year over the December 2016 month by editing the table GL_Config.  Please ensure you test this out in a copy of the database before implementing in the live database.  Follow these steps for databases 7.01.00 and higher.

1. • edit the table GL_Config editing the record where field YearStartingDate = 2016-07-01 

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1. • update the fields in this record by changing the relevant PeriodStart dates e.g. PeriodStart7 = 04/12/2016, PeriodStart8 = 9/12/2016, PeriodStart9 = 13/12/2016, PeriodStart10 = 17/12/2016, PeriodStart11= 23/12/2016, PeriodStart12 = 27/12/2016 (these dates are just suggestions - discuss what works for the client)
   • edit table GL_Config editing the record where YearStartingDate = 2017-07-01
   • change the fields in this record by changing the relevant PeriodStart dates e.g. PeriodStart1 = 01/01/2017, PeriodStart2 = 01/02/2017
   • then run usp_Jiwa_GL_Repost and usp_Jiwa_GL_UpdateParents to update the movement table with the new reporting periods

UPDATE for 7.00.157 and 7.00.175 databases  

7.00.157 databases need to be upgraded to 7.00.175 SR 4 with the attached patch applied.  7.00.175 databases need Service Release 4 installed and the attached patch applied.  Service Release 5 for 7.00.175 will include this fix.  

Steps to follow for 7.00.175 database:

• complete all steps above - DO NOT RUN usp_Jiwa_GL_Repost and usp_Jiwa_GL_UpdateParents
• apply Service Release 4 as required
• apply the patch from JiwaApplication.RAR
• run the script ChangeYearFix.sql
• run usp_Jiwa_GL_Repost and usp_Jiwa_GL_UpdateParents to update the movement table with the new reporting periods

Please log a Service Request or call the office on 02-9409 0700 if you have any further questions.

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