Manually Ending the Day Ahead of the Nightly Automatic Process:
Note: All orders/transactions for the current day must be handled prior to ending the day. Anniversary orders for the new day must be billed and invoiced manually
(1) Perform EOD:
1. Go to the Accounting Menu and click on the AR End of Day Sub-Menu
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2. Click on the Submit Button and then click Okay on the pop-up dialog box
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(2) Bill and Invoice Anniversary Orders:
3. Go to the Sales Menu and click on the WMS Activity Billing Sub-Menu
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4. Click on the Bill All Button to bill all the daily/weekly/monthly anniversaries that were generated for the new day (this automatically generates a WMS Activity Batch)
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5. Click on the Submit Button to finalize the submission
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6. Click on the Batches Button to review the WMS Activity Batch that billing just generated
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7. Click on the Generated Orders icon next to the corresponding WMS Activity Batch
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8. Click on the Invoice All Button to invoice all the anniversary/recurring charge orders
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Manually Ending the Day After the Nightly Automatic Process Failed:
Note: Anniversary orders for the new day
must be billed and invoiced manually
Example: AR EOD failed to move forward from 2/28/21 to 3/01/21 due to an open order
(1) Review and resolve AR Batch Errors 1. Go to the Accounting Menu and click on the AR Batches Sub-Menu
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2. Locate the batch in error
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3. Click on the Batch Messages icon (Lightning Bolt) next to the batch in error
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4. Locate the error(s) in question and click on the View icon (Eyeball) next to the error
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5. Resolve the error(s)
Note: To resolve the batch error(s), either invoice, post, forward date, or cancel any orders or transactions that do not belong to the next End of Day Date's operations
*Repeat steps 4 and 5 until all errors have been resolved6. Once finished with the above, go back to AR Batches and restart the batch (Click on the Re-Start This Batch icon next to the batch in question). Click on the Okay Button on the Pop-Up message to confirm the submission.
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7. Once the error batch has been restarted, End of Day will automatically move forward
(2) Bill and Invoice Anniversary Orders: 3. Go to the Sales Menu and click on the WMS Activity Billing Sub-Menu
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4. Click on the Bill All Button to bill all the daily/weekly/monthly anniversaries that were generated for the new day (this automatically generates a WMS Activity Batch)
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5. Click on the Batches Button to review the WMS Activity Batch that billing just generated
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6. Click on the Generated Orders icon next to the corresponding WMS Activity Batch
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7. Click on the Invoice All Button to invoice all the anniversary/recurring charge orders