Recommended Period End or Year End order of closing for modules

• Make a backup before closing
• Review the Sage 100 Order of Closing Modules for the exact order to close

The order logic makes sure the application module that writes to another application gets processed first. For example,

• Sales Order Processing transfers information to Inventory Management Accounts Receivable and General Ledger
  • The system updates Sales Order journals and registers. It completes period-end processing before closing other modules
• Some application modules transfer information to other applications and receive information from another application
• Job Cost posts invoices to Accounts Receivable. Accounts Receivable posts invoices to Job Cost.  Both modules must update all journals and registers before running period end processing for either application
• Some applications or modules don't have a period or year end. Others only require a year-end process. For example,
  • Material Requirements Planning doesn't have a period ends, only a year end

How to find the Period End Processing checklists for modules in Sage 100