KeyOps: the newsletter for key operators
of DDMS Ensite Pro™ systems

Welcome! The Key Ops newsletter is designed to help key operators get the most out of their DDMS Ensite Pro systems. The newsletter features timely articles to keep you up to speed on new software releases, frequently asked questions, training opportunities, technical tips and how-to articles.

Key Ops Dispatch, the electronic version of Key Ops, delivers timely, useful information to your desktop. It has become so popular with customers, we’ve suspended publication of the printed version.

In November, you’ll receive the Year-End Key Ops with everything you need to know to close your books on the year.

2008

The Year-End KeyOps has three sets of period-ending instructions, or RoadMaps (Calendar 12, Tax Month 12, and Fiscal Y).

Depending on when you close your books and what month it is, you only need to follow the instructions that apply to you. To make it easier to follow the right set of instructions, we extracted three handy digital (Adobe Reader PDF) editions that are tailored to each year-end roadmap.

The best way to determine which edition to use — and to have access to the PDF files — is to answer a few questions online (www.ddms.com/support/pubs/roadmap/).

Year End Key Ops December 2008 Standard Edition

Greener Than Ever: The Year-End KeyOps 2008 newsletter is published only online in Adobe Reader PDF format, as part of ongoing initiatives to go green. To markup your PDF files the paperless way, the latest free Adobe Reader desktop software (link to Adobe download) lets you use Comment tools to highlight and cross out text (links to Adobe help) and add "sticky notes" (links to Adobe help) and checkmarks using a Sign-Here stamp (links to Adobe help). (Comment tools do not appear in browsers, but are in the desktop Reader software once you save the PDF & open it on your machine.)
www.adobe.com/products/acrobat/readstep2.html
http://help.adobe.com/en_US/Reader/8.0/help.html

Last Chance for Some Optional Reports: During year-end procedures, you have one last chance to run certain YTD reports based on current history. On pages 14-15, we have clarified instructions on Item Catalog Master Listing Sorted by Hits, Customer Master Listing Sorted by Sales or Hits, and Full Sales Analysis. For more detailed instructions on these reports, see Period-End FAQs (www.ddms.com/support/faq/period-end.htm).

EBS SQL app users: In DDMS 8.16 and higher, you can use EBS SQL Import Panel to schedule or run a delta “changes only” sync of various data. This sync should be done before renaming your journals. We've revised related instructions in Shutdown on page 6, Tips on page 4, and FAQs on pages 13 & 16.

Graphical users, no more waiting to close General Ledger: In DDMS 8.13 and higher, use the Close G/L Period feature to reopen prior year periods for batch postings, and re-close afterward. We've revised the General Ledger section on pages 19-21 to reflect the featureset of 8.13 and higher.

Note: If you are still only using text-based software or if you have not loaded DDMS 8.13 or higher, the updated instructions in the 2008 edition do not apply. Please refer to the 2007 edition of the Year-End KeyOps.

Throughout the newsletter, we've updated filenames, years, and page numbers as needed. As always, you will find timely answers and checklists on: using DDMS® navigation conventions, personalizing your Roadmap of period-end procedures, printing tax forms, and archiving this year’s data.

See also Period End FAQs.

Vol. 8, No. 3, July 31, 2008, KeyOps Dispatch

Prep Your Firewall by August 8 for New ECi Data Center
ECi Launches Redesigned Web Site August 8 (08/08/08)
DDMS Client Works on Windows Vista Business Edition
ECinteractive Lets Users Pick Department Per Line
Furniture Manufacturers Ackowledge Exceptions
How to Handle Kimball Office and National Surcharge
DDMS 8.15 Enhances Price Plan Item Edit, Limits
Five Reports Help Capitalize on Monthly Trends
CCH Taxing Helps Win, Maintain National Accounts

Vol. 8, No. 2, June 10, 2008, KeyOps Dispatch

ECi Recognizes Dealers of the Year at Empowerment 2008
ECinteractive Survey Spotlights Misconceptions, Training
Google Analytics, Guided Tour Video Help Site Promotion
Tip: Many Standard DDMS Reports Are Now in SQL
View the ECi Customer Portal Guided Tour Anytime
Using Daily Reports, Going Green and Paperless
Take Advantage of New Office Furniture Tags
Fixing DDMS Fields With Data Dictionary
Tip: Save Money by Fine-Tuning Item Substitutes

Vol. 8, No. 1, March 4, 2008, Key Ops Dispatch

Learn New Secrets to Empower Your Company At Our National Meeting
7 Things You Can Do In ECi's Customer Support Web Portal
How to Rank Items First in Search in ECinteractive
How to Set Up S.P. Richards Enhanced Content in Dealer Station
4 New Features in DDMS 8.14
Excluding Items From Cost of Goods Sold
Troubleshooting 7 Pitfalls of Machine Billing
Balancing Act Part 3: Balancing A/R If You Deleted a Customer
RPC Errors In Windows 2003 SP2 May Require SNP-Compatible Hardware

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