COGZ Reset Period To Date

Period to Date and Accounting Period Defined
Period to Date – You may require information to be accumulated weekly, monthly, or perhaps quarterly.  COGZ allows you to control the period to date time frame with the push of a button.  Period to Date refers to the time since the last reset.  Thus, if you desire Weekly totals, print out your reports and perform the necessary period resets below once a week.

Accounting Period – The COGZ Cost Enhancement Module allows accounting data to be accumulated in either 12 or 13 accounting periods, depending on your company’s requirements.  The current period can be changed manually, but is automatically incremented when performing the Cost Reset process outlined below.

Period and Yearly Cost Overview
COGZ, with selected enhancement modules, offers a variety of cost accumulators and related cost reports.  The accumulators include Week to Date, Period to Date, Year to Date, Last Year and Total.  Week, Period and Year to Date require administrator reset at the appropriate times.  COGZ also maintains the current accounting period for Account Cost distribution in the optional Cost Enhancement Module.  The accounting period is reset as part of the Cost History reset process, and can be changed manually.

The person administering COGZ controls the Period, Week, Month, and Year to Date accumulators by utilizing the reset features found in this section.

Cost Reset Summary

• The following cost areas have reset options:  (Note that the information is no longer available once reset, so all pertinent reports should be printed and retained if desired for historical purposes.)
• Equipment Cost History
  • Period to Date
  • Year to Date
• Vendor History (Included with the optional Purchasing Enhancement Module)
  • Period to Date
  • Year to Date
• Employee History (Included with the optional Employee Enhancement Module)
  • Week to Date
  • Period/Month to Date
  • Year to Date

Reset Period Yearly Menu
You can access this option from the File menu in COGZ.

Reset Equipment Cost History
You can access this option from the File menu in COGZ. See the Reset Period Yearly screen above for the precise location.

Required reports should be printed before resetting periodic counters. Checking the Period to Date option and clicking Process zero’s the field and increments the current accounting period.  Checking the Period and Year to Date option and clicking Process zero’s both fields, moves the Year to Date totals to Last Year if available, and resets the current accounting period to 1.

Reset Vendor History
You can access this option from the File menu in COGZ. See the Reset Period Yearly screen above for the precise location.

Required reports should be printed before resetting periodic counters. Checking the Period to Date option and clicking Process zero’s the field.  Checking the Period and Year to Date option and clicking Process zero’ both fields and moves the Year to Date total to Last Year, if available.

Reset Employee History
You can to access this option from the File menu in COGZ. See the Reset Period Yearly screen above for the precise location.

Required reports should be printed before resetting periodic counters. Checking the Week to Date option and clicking Process zero’s the field.  Checking the Week and Period/Month to Date option and clicking Process zero’s the both fields.  Checking the Week, Period/Month and Year to Date option and clicking Process zero’s all three fields, and moves the Year to Date total to Last Year.

Additional information on Period Resetting in COGZ can be found in the COGZ Manual under Reset Period/Yearly.