Datafile Software Solutions
Save Period End Reports
As with the Sales
and Purchase Ledger option covered earlier when you run the Period End for the
Stock you often print a series of reports and a ‘Automatic Period End Reports’
option is available that allows you to run a selection of the system reports as
one procedure.
This new option
allows the Automatic Period End Reports to be saved as PDF files within a set
folder on your server – with separate sub-folders for each company, application
and period – instead of, or as well as, printing to a spool or print device.
A new parameter has been added into the Period End options
within Stock Control Application User Facilities. To update select Installation from the main menu followed by Application Manager and then Application
User Facilities. Select the Stock Control application followed by Period / Year End.
Base folder in which to save PDF versions of Period / Year-End Reports– enter the folder location where you wish to save PDF copies of the Automatic Period End Reports. Note that any folder specified here should be accessible from all operators who can run the period end.
Within this folder, as the period end reports are saved, the system will create a nested folder structure of the company id, application ident (ST), financial year and period. The financial year is taken from the start date of period 1.
Notes
If the individual reports within the automatic list also have a ‘Save PDF’ location set then this is overridden by the Period End location set here when run as part of the Automatic process.
Article ID: 2108
Created On: Fri, Nov 22, 2013 at 3:44 PM
Last Updated On: Thu, Jun 22, 2023 at 10:29 PM
Online URL: https://kb.datafile.co.uk/article/save-period-end-reports-2108.html