What This Process Does

  • This report will fix the calendar year individually or in mass for vouchers and invoices.
  • New invoices and vouchers will be created for the new calendar year.
  • The invoices and vouchers in the current calendar will be marked for deletion.
  • The two calendar year files MUST be re-established afterwards by running the Re-Establish Calendar Year Data File Report (SETCYDATA).


Change Calendar Years

  1. Procurement → Vendor Payments → Maintenance → Change / Set → Change Calendar Years
  2. In the Change from Calendar Year field, type in the current calendar year.
  3. In the Change to Calendar Year field, type in the new current calendar year.
  4. Range accordingly if you wish to change the calendar year on one voucher or multiple vouchers.
  5. Click Select.
  6. A report will generate. If accurate, click Cancel and set your flags.


FIELDSOpt.Rec.Req.Description
Change from Calendar YearType in the current calendar year
Change to Calendar YearType in the new calendar year
Range CriteriaRange accordingly if you wish to change the calendar year on one voucher or multiple vouchers
Opt. = Optional  Rec. = Recommended  Req. = Required