Your monthly queue(s) does not run at year-end. Your end of year (EOY) queue(s) clears all period-to-date figures that are normally cleared by your monthly queue(s).
In the tables below are the standard Sales and Inventory reports that run in an end of year (EOY) queue(s). When your system was originally set up and you were assisted by an Implementation Specialist (IS), the IS activated the yearly queue(s) for you. Due to the number of standard yearly reports, most businesses have more than one EOY queue, and Multistore users may have multiple yearly queues per store. Note that there may be other reports you wish to run at EOY; you can add such reports to an existing yearly queue (if space permits) or you can create additional yearly queues. If you create additional EOY queues, be sure to schedule them to run automatically.
Note: you can have up to 99 reports in a single queue.
The order in which certain yearly reports are run is important. If you are creating or modifying a yearly queue, make sure the reports listed below are run in the order listed.
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Report |
Standard Options |
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Option Y (Year-End Update) |
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Option Y (Year-End Update) |
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(Optional) Sales Analysis Report (RSA) to rank customers |
Options vary depending on what information you want to print. |
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(if you keep expanded departmental customer history) Sales Analysis Report (RSA) |
Option Y (Year-End Update) and E (Expanded Customer History) |
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Flex Report Name YTDROLL, option Y (Year-End Update) |
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Option F (Finalize— delete records) |
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Totals Only Y; Option B (Compute Annualized Value Using Date Added); on From/To page set Print Sequence to anything except 2 or 3 |
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Report |
Standard Options |
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Totals Only Y; on Options page, set field to the right of Update Per/Yr to Y (to "Calculate Period/Year") |
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(Optional) Department Report (RDE) to print sales for the period |
Totals Only Y; on Options page, set Report Format to S (Sales Data Only) |
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Totals Only Y; on Options page, set Report Format to A (Sales and Purchase Data), and set field to the right of Update Per/Yr to Y (to "Calculate Period/Year") |
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Totals Only Y; on Options page, set Report Format to A (Sales and Purchase Data), and set field to the right of Update Per/Yr to Y (to "Calculate Period/Year") |
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Totals Only Y; on Options page, set Report Format to A (Sales and Purchase Data), and set field to the right of Update Per/Yr to Y (to "Calculate Period/Year") |
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Vendor Update Report (RVU)--run at end-of-quarter only |
Totals Only Y; on Options page, set field to the right of Update Per/Yr to Y (to "Calculate Period/Year") |
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Shrinkage History Report (RPH) (if you use the Physical Inventory subsystem to track shrinkage history) |
Shrinkage Options PS, on Misc page, set Printing Sequence to 6 (Shrinkage Type) |
In Legacy Eagle, you can only add 14 reports to a queue. You can use Legacy MEQ for queues with more than 14 reports, but you can only act upon the first 14 reports— the rest of the reports will be inaccessible.