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titleNewton End of Year Instructions - 20162017-2017 2018 School Year

The following document will guide you through the End of Year procedure for Newton.

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Do I need to be running a particular version to perform an End of Year?
Version number 89.0.0 or higher is recommended.

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  1. From the Admin & Maintenance tab, locate Item in the ribbon. Then, select Items.
  2. Place a checkmark in the Inactive column next to the item to be removed. Then, click OkSave & Close.

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Inactivate Menus

Info

If you remove any menus, be sure to check Admin & Maintenance Menu Menu Configurations to make sure that valid breakfast and lunch menus exist.

  1. From the Admin & Maintenance tab, locate Menu in the ribbon.  Then, select Menus.
  2. Select the menu that needs to be inactivated from the list and click Edit.
  3. In the Edit Menu window, check the Inactive box. Then, click Ok Save & Close.
  4. The menu should now be marked as inactive. Click Close.

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Run the End of Year Process

  1. From the Utilities tab, locate Advanced in the ribbon. Then, select End of Year.
  2. Establish End of Year criteria. 
    1. Clear Negative Balances - Changes all balances that are negative to a zero balance. The student will start the new year with a zero balance.
    2. Clear Positive Balances - Changes all balances that are positive or greater than zero to a zero balance. The student will start the new year with a zero balance.Clear cafeteria-specific see-manager comments - Clears all See-Manager comments relative to a Cafeteria.
    3. Clear district-wide see-manager comments - Clears all See-Manager comments in the District.
    4. Perform housekeeping - This item should remain selected unless the District is instructed to deselect this by an MCS Support Representative. MCS remote authorization will need to be obtained to continue without selecting this option.
  3. When you have completed any changes, you must check the box verifying you have read the end-of-year instructions. Note that there is no undo available once these processes have completed. Click Ok.
  4. You will see a number of processes running run while End of Year attempts to complete.

  5. Once the End of Year process has completed, a window will appear notifying you if the process was successful. Click Ok to exit the program.
     

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