Lot Trace
- Review Retest and Expiration dates for lot numbers and move them to corresponding location
- Purge Lot Trace history as needed, keep in mind compliance and retention requirements: LHIP (Fourth Shift Backup to be performed before any purge)
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System Admin Tasks for ERP systems
- Review Windows, IIS, SQL Security, and all directories supporting Fourth Shift. Clean up as needed and adjust documentation
- Purge Statistics: VPFR, POYE, and COYE executions to clear Vendors and Customer statistics (Fourth Shift Backup to be performed before any purge)
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Purchasing
- Review and update Vendor contracts, quotes (prices), and Out Effectivity dates
- Closeout and re-issue blanket purchase orders as required
- Review and close out old purchase orders
- Reset vendor performance score-carding statistics
- Delete empty order headers
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Update Number Sequence
- OACF for purchase orders, customer orders, and manufacturing orders
- Review sequence numbers and AP checks and update, if needed
- Typically, AR invoices, AR credit memos, journal entries, cash sets, and manual shipment sequence numbers don’t need to be updated, but a review can be suggested
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Customers
- Delete empty order headers
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Shipping
- Purge old history: SREV (Fourth Shift Backup to be performed prior to any purge)
- Review and close out old completed shipments still in Release status
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Costs
- If using Standard Cost, review and update the fixed and variable overhead rates being applied for labor and materials
- Review, simulate, and update costs, then if using standard cost, schedule year-end cost roll as per your processes (Fourth Shift Backup to be performed before exchanging to standard cost)
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Financial
- Enter next year’s calendar, including GL Periods and Starting and Ending Dates
- Review/update/add Recurring Journal Entries
- Review and clear the following reports: APUV, APTB (small balances), and ARTB (small balances)
- Purge old history: APPG, ARPG, CSPG, GLHP (Fourth Shift Backup to be performed before any purge)
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Manufacturing
- Update shop calendar for 2024
- Prepare and load next year’s Master Production Schedule; update planning parameters according to it
- Perform an ABC analysis to update item class codes for cycle counting
- Prepare/apply cycle counting
- Review all OVAR’s for exceptions and resolve
- Review OVAR parameters and determine if they are adequate for the current CO, MO, and PO processes. Note: OVAR does not purge data from Fourth Shift completely. The order data is retained in the history tables
- Review and close out old manufacturing orders
- Delete empty order headers
- Clear and reconcile the Backflush report
- Purge old item history as needed, keeping in mind compliance and retention requirements: AUDP (Fourth Shift Backup to be performed prior to any purge)
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SQL Backups
- Archive Year End Backups (after closing) of all databases for retention and audit purposes
- Archive Year-End Reports
- Review older archives in place (ARCHMOD) and purge old year’s files (review retention)
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