Below are the procedures needed to use the cleaning routine.
Preferably, procedures must be followed with exclusive access. In some cases, according to the routine parameters, exclusive access becomes mandatory. |
1. Before executing the cleaning routine, the structure of the entry backup table (CV6) must be checked, as well as the table of accounting entries (CT2). Fields of table CV6 must be the same as table of entries', changing only the prefix of fields (i.e., CT2_DATA -> CV6_DATA) and adding the field CV6_EXERC in structure of table CV6.
When first executing it, this compatibility must be performed by the routine U_CTBCV6, through Protheus Remote.
2. If periods to be cleaned are not closed, execute the routine Year-end Closing for the period to be cleaned.
3. Make sure that balances of the period are up-to-date or run the balance reprocessing until the final date of the fiscal year to be cleaned.
4. Make a backup of table groups with prefixes CT and CV (at least of table CT2).
5. Issue reports of trial balance sheets referring to the period that is right after the fiscal year to be cleaned (by Account, Account+C. Center, or other accounting entities used) for later balance checking.
6. Execute Annual Cleaning indicating the period closed and configure the routine parameters.
7. After the cleaning, issue reports of Trial Balance Sheets referring to the period right after the carried-forward fiscal year (by Account, Account+C. Center, or other accounting entities used) with same parameters used previously and check if balances remain the same after the cleaning.
7.1. If the balances are consistent, the procedure was correctly performed.
7.2. If balances are not consistent after the cleaning, and the backup was made when executing the cleaning routine, entries and balances can be recovered through the routine of Cleaning Backup Recovery.
Another parallel backup format can be manually recovered, if convenient. In this case, the same procedures followed by the cleaning recovery routine are valid, in relation to tables of transaction (CT2) and balance, including change of calendar status. |
