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Merrie Kosiorek

Converting from Fiscal to Calendar Year

SOLVED
Posted By

We are running Sage 100 Advanced ERP 2013 and we need to switch from Fiscal to Calendar Year.  I have created a test company and done the initial steps to change the period end dates to the new calendar dates and then run Recalculate Account Balances.  I have also changed the Base Inventory Periods On field to Calendar Months in the IM setup options and recalculated inventory.  Where I'm stuck is AR/SO and AP/PO.  The History tabs in Customer and Vendor inquiry have the Period Ending dates changed, but the values don't match up where they're supposed to.  Is there another recalc utility that I don't know about to update the required tables for these screens?  I've reached out to our Sage consultant, but I wanted to check here too to cover all bases.

  • 0

    As I understand it in the switch from Fiscal to Calendar year there are some modules that don't convert perfectly. I do know that one of the 90Minds members had a utility to recalculate history in A/R and A/P. You might want to reach out to them to see if they have something that might work.

  • +1 in reply to BigLouie
    verified answer

    Our Sage consultant was able to provide us with a utility that recalculates the AR and AP history based on the records in the AR_OpenInvoice and AP_OpenInvoice tables.  It will only go back as far as you have set for the Days to Retain Paid Invoices setting in the AR and AP Setup Options.  We luckily have our set to 999 days for each, so we can recalculate everything for almost 3 years.  We'll have a backup company that we'll have to use to look further back than that.

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