Reports to Run in a Certain Order

Below is a list of reports in your end-of-day, end-of-month, and end-of-year queues that need to be run in a particular order.  Note that you may have other reports that you have placed in a queue that must be run in a particular order, so make sure you understand the implications before changing the order of reports. For example, if you run Electronic File Maintenance (EFM) in a queue, and also run RFL Option F in the same queue, then the EFM must run before the RFL.

  1. In your end-of day queue(s):  The Price Exception Report (RPE) must run before the Daily Inventory Update Report (RDI).

  2. In your end-of-month and end-of-year queues:  

Note:  The RSA with Option P is included in your end-of-month queue only if you keep expanded customer history.

    1. The Department Report (RDE) that is run with Report Format S and Option T must be run before the RDE that is run with Report Format A, Option T, Use Period/Year field set to Y. The reason is that the latter report clears out the information that the former report uses.

    2. If you want to print year-to-date finance charges on your final statement run of the year, you must run statements before the A/R Flexible Report (RFR) runs on the last day of your fiscal year.