Title:

How to perform yearly  rollover of JIWA Application

Summary:

You can use the following steps to perform yearly rollover of JIWA Application

Steps to perform:

Step 1.        Open screen System -> Yearly Roll-Over

Step 2.        Check Roll-Over Application and check Clear Next Year Budgets if they are to be cleared.

Step 3.        Click the Process button

Step 4.        The following message displays “A backup of the data MUST have been completed and all the users logged off. Do you wish to exit the process?

Step 5.        No - to proceed with the roll-over

                Yes - to cancel the process

Step 6.        If No has been selected, another message displays:

“Jiwa will be closed at the end of This Process. Do you wish to continue?”

 Yes - to proceed with the roll-over

 No - to cancel the process

Note: The yearly Roll-Over Application function is best performed in the first week after the end of the financial year. This moves:

•         Debtors This Year’s Sales and Budgets into Last Year’s Sales and Budgets in the sales form tab

•        Inventory This Year Unit Sales and Dollar Sales into Last Year’s Unit and Dollar Sales in the figures form tab of the inventory record.