Year End Processing Tips Volume 1

The first step everyone user of Sage ERP MAS 90 and 200 should take when processing year-end is to back up your data. This is especially true of those users with the Payroll module; because we cannot process payroll in the new year until first closing the fourth quarter, it is necessary to create an archive company that can be used to process W2s. Backing up your entire company prior to performing year-end processing can be accomplished using the same method – and it’s as easy as 1-2-3!

It’s actually a simple task to create a new company in MAS 90 or MAS 200 version 4.x and copy the data from an existing company into the new company. It is particularly useful at year-end to establish an archive company for the year’s data, providing a copy of the current year’s data intact even after you perform year-end processing in the live company.

As mentioned earlier, creating an archive company in MAS 90 is as easy as 1-2-3. First, navigate to Library Master > Main > Company Maintenance. Then, count it off just like on Sesame Street:

  1. Set up a new Company Code – create a new company code into which your 2011 data will be copied. It should be easy to identify – most users enter the archive year as part of the company code (i.e., A11 for Archive 2011, or P11 for Payroll Archive 2011).
  2. Click the Copy button. Enter your live company code as the Source Company, and select which modules you want to copy. For Year-end processing backup, we recommend copying all modules.
  3. Confirm – after you have confirmed your selection, answer Yes to the prompt to copy all selected data files to the archive company.

Yep, it’s that easy!

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