End of Year Procedure

 

NOTE: You are NOT required to run the END OF YEAR PROCEDURES to set your 2012 Fiscal calendar. If you are not ready to run your end of year, please skip to the next page.

 

These instructions are for Pipedream 3 and Pipedream 4 users ONLY.

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:

 

 

 

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

2012 Fiscal Calendar 

 

NOTE: If you are using the Julian calendar, please follow steps 1-5 below. Set Month 1 to start on 01/01/2012 & END on 1/31/2012. 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 2011 calendar and set Month 12 to END on 12/31/2011 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.

 

  1. Go to Module 6, Set Fiscal Calendar.
  2. Type in the 4 digit year you are setting (2012)
  3. The month should be set to January
  4. The start Day Should be Sunday
  5. The start Date will be set to 01/01/2012   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:    01/01/2012         Ends:  01/28/2012

Month 2                 01/29/2012                  02/25/2012

Month 3                 02/26/2012                  03/31/2012

Month 4                 04/01/2012                  04/28/2012

Month 5                 04/29/2012                  05/26/2012

Month 6                 05/27/2012                  06/30/2012

Month 7                 07/01/2012                  07/28/2012

Month 8                 07/29/2012                  08/25/2012

Month 9                 08/26/2012                  09/29/2012

Month 10               09/30/2012                  10/27/2012

Month 11               10/28/2012                  11/24/2012

Month 12               11/25/2012                  12/29/2012

 

 

 

 

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.

 

 

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

 

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

 

  1. Type in a date that was in the week # you need to print

Example: 12/24/2011 for Week # 52 of 2011

 

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

 

  1. 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.