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Finalize Daily Paperwork is where all work for the day is reviewed, the daily paperwork is prepared and any reports required can be printed.
Follow the steps below to complete the day.
Read the Review Read over the Review of the Daily Activities.
Check complete status At the end of the Review you should find this statement: "The day can be completed now". You can continue to the next step.
If at the end of the Review the there is this statement:
. Look through all the Daily activities and make sure they are all completed. Make any changes then come back here and check the status.
Click on
'Prepare Daily Paperwork' Click this button. The system updates inventories that are affect by the Daily work entered.
The following window appears:
The following statements are added to the Review window:
The 'Print Reports' and 'Complete Day' buttons will become active.
Print reports Click the 'Print Reports' button to display the Reports. Please see the
Print Reports Preview section for instructions.
Before printing, set the print options - once these options are set they stay the same.
Choose the reports desired, and then click Close.
You can re-open a day later if you need to get to these reports. All of the Daily reports are available in the Reports on the
Home Screen .
Click on Complete Day Click the 'Complete Day' button to finish the Daily work. The following window will appear:
Click OK.
The Day will close and you are ready to work on another Day!
. Look through all the Daily activities and make sure they are all completed. Make any changes then come back here and check the status.
