Problem
Executing a Period Roll Over used to age out all completely allocated transactions regardless of the Period Rollover Date entered.
Solution
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 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 =
- roll over process will only age out transactions with an Allocation date of 31 October or earlier
- period 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
In addition, if this solution causes rollover to become noticeably slower, the following script will speed up the process.
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