NOTE: You are NOT required to run the END OF YEAR PROCEDURES to set your 2010 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.
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:
- Year to Date Parts Usage
- Year to Date Part Bends
- Year to date Local Purchases
- PTI Totals
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:
- End of Year Procedure – are you sure?
- End of Year Beginning – No other Sessions Running.
Setting The Pipedream 4
2010 Fiscal Calendar
NOTE: If you are using the Julian calendar, please follow steps 1-5 below. Set Month 1 to start on 12/27/2009 & END on 1/31/2010. 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 2009 calendar and set Month 12 to END on 12/26/2009 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.
- Go to Module 6, Set Fiscal Calendar.
- Type in the 4 digit year you are setting (2010)
- The month should be set to January
- The start Day Should be Friday
- The start Date will be set to 12/27/2009 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: 12/27/2009 Ends: 01/23/2010
Month 2 01/24/2010 02/20/2010
Month 3 02/21/2010 03/27/2010
Month 4 03/28/2010 04/24/2010
Month 5 04/25/2010 05/22/2010
Month 6 05/23/2010 06/26/2010
Month 7 06/27/2010 07/24/2010
Month 8 07/25/2010 08/21/2010
Month 9 08/22/2010 09/25/2010
Month 10 09/26/2010 10/23/2010
Month 11 10/24/2010 11/20/2010
Month 12 11/21/2010 12/25/2010
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: 12/24/2009 for Week # 52 of 2009
- 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.
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