The following describes how you update the balances for specific System balance types which are not automatically updated during the actual event. This periodical update is only allowed up to the period before the actual period, (this information is defined in the DIS control file).
Note: If you access this function and no update is necessary, you will not be allowed to perform the update. A message box will be displayed indicating that no update is necessary (meaning an update has already been done for the applicable period range).
Note: After running this update the To value in the Balance update period range will be stored in the DIS control file. If, for some reason, you need to run this update again, you can revert this value in the DIS control file back to the desired period and re-run the update.
- Select the Start Periodical balance update menu item from the Profitability Analysis sub-menu.
- You access the Start Periodical balance update window. Note: All System balance types that are affected by the update are displayed in the middle section of the window. Select the From / To period range for which you want to run the update. Then select the type of mode in which you want to run the update (Interactive or Batch). Click Start to run the update.