December 29, 2008

The following is a schedule of operation for Pipedream Support during the Holiday Season.

Our Office will be closing at 1 PM (EST) on Wed 12/24/2008 and remain closed until Monday 12/29/2008 when we will resume our normal support hours at 8 AM (EST)

We will be closing at 1 PM (EST) on Wed. 12/31/2008 and remain closed all day 1/1/2009

We will have EMERGENCY Software ONLY Support available from 9AM-5PM (EST) on Friday 1/2/2009 Saturday 1/3/2009

From all of us at INFOSynch, we wish you and yours a very Happy Holiday and Prosperous New Year.

 

End of Year Procedure

These instructions are for Pipedream 3 and Pipedream 4 users.
Pipedream 5 DOES NOT require an end of year routine.

It is strongly suggested that you make a backup before running the End of Year Procedure. It is also recommended that a Salesflow report be printed, as the parts usage will be zeroed to ready the upcoming year. This procedure takes approximately 10 minutes to run.

The End Of Year Procedure is located in Module 6, End of Year Procedures

The End of Year Procedure will allow you to optionally clear:

Part Usage YTD
:
 (•) Clear to Zero ( ) Ignore
Part Bends YTD
:
 ( ) Clear to Zero ( ) Ignore
Part Local Purch YTD
:
 ( ) Clear to Zero ( ) Ignore
PTI Totals
:
 ( ) Move Back 1 Year ( ) Ignore

We recommend, “Clear to Zero” for all selections. To accept the recommended selections, press [ENTER] down the left column through all of the selections

Once all of your choices have been marked, press [F2] to perform the End of Year Procedure

You will see the following message “Ready to begin End of Year Procedure”. Press [F2] or [ENTER] at this time for the following screens:

 

Setting The Pipedream 4
2009 Fiscal Calendar

NOTE: If you are using the Julian calendar, please follow steps 1-5 below. Set Month 1 to start on 12/28/2008 & END on 1/31/2009. All of the following months will automatically be set to the end of that months date. Press “F2” to save it.
You will also need to go back to the 2008 calendar and set Month 12 to END on 12/27/2008 in order to MATCH the Meineke Week #’s for the last & first week of the year.

Follow the instructions below to set the Meineke fiscal calendar in Pipedream 4. Note the Meineke Fiscal calendar uses the method of 4 weeks + 4 weeks + 5 weeks to calculate the calendar.

NOTE: If you are running the End Of Year Procedure, the fiscal calendar program will automatically come up after the purge routine completes. Follow steps 2-5
If you want to set the fiscal calendar WITHOUT running the EOY procedure, follow steps 1-5

Go to Module 6, Set Fiscal Calendar.
Type in the 4 digit year you are setting (2009)
The month should be set to January
The start Day Should be Thursday
The start Date will be set to 12/28/2008 Note: If it is not set to this date, once you make all of the changes below and save it (F2), the date will adjust itself

The monthly structure should be set as follows. Note: You can only key the Start Date for Month 1. The rest of the months you will need to adjust ALL of the Ending dates. Once you typed in the month 12 ending date, Press F2 to save the changes.

Monthly Structure

Month 1
Starts: 12/28/2008
Ends: 01/24/2009
Month 2
01/25/2009
02/21/2009
Month 3
02/22/2009
03/28/2009
Month 4
03/29/2009
04/25/2009
Month 5
04/26/2009
05/23/2009
Month 6
05/24/2009
06/27/2009
Month 7
06/28/2009
07/25/2009
Month 8
07/26/2009
08/22/2009
Month 9
08/23/2009
09/26/2009
Month 10
09/27/2009
10/24/2009
Month 11
10/25/2009
11/21/2009
Month 12
11/22/2009
12/26/2009

 

Printing Weekly Sales Reports
For a PREVIOUS Year

Follow the instructions below if you need to print or transmit a weekly sales report from a previous FISCAL year.

Go to Module 1, Sales Reports, Daily/Weekly Sales Reports

Stay on the “Daily” selection, and Press Enter, until you on “Report for Day”

Type in a date that was in the week # you need to print
Example: 12/27/2008 for Week # 52 of 2008

Now use you “UP ARROW” key until you get to the Daily or Weekly Selection

Arrow over to the “Weekly” Selection. You will now notice that the week # has changed to the week you are searching for. Press “F2” to print it once you are on the week #.

NOTE: If you only need to TRANSMIT sales figures and do not need a printed copy, change the # of copies “Zero” (0)

Follow Steps 2-5 if you have other weeks you need to Print or Re-Send other weekly sales.