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Actions to do around new year

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Course curriculum

  • 1

    Introduction

    • Introduction

  • 2

    Mandatory actions

    • 1. Open a new financial year

    • Recap financial year

    • More about managing financial years and periods

    • 2. Add calendars and set capacity

    • Recap calendars

    • More about calendars for scheduling and logistics

    • 3. Determine hourly rates for job costing

    • Recap hourly rates

  • 3

    Recommended actions

    • Check rates and costs

    • 4. Determine rates and other costs for estimating

    • 5. Supplier prices

    • 6. Sales price determination

  • 4

    Specific actions

    • 7. Modify other automatic numbering

  • 5

    Clean up and archiving

    • 8. Archiving to improve speed

    • Transfer sales orders to/from history

    • Archive press counters

    • 9. Archiving to allow reuse of old identification numbers

    • 10. Archive or delete old data to free up space

    • Archiving old data files

  • 6

    Feedback

    • What's your opinion?

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