Year-End Processing Checklist

Install the update to the software.

See JD Edwards EnterpriseOne Tools Software Updates Guide in the JD Edwards EnterpriseOne Tools Software Updates Guide

Process 2023 year-end update programs to ensure that your system can process data that was not included in previous years.

Before you perform any year-end setup or processing tasks, populate the Canadian Year End Form Setup table (F77180) by running the R77180S program. Also run the R77101S-Canadian Year End Print Table (F77101) Update. You can access these programs using Batch Versions

Run year-end rollovers.

See Processing Year-End Rollovers.

Verify payroll history.

See Verifying Payroll History Integrity.

Repost tax area information.

See Reposting Tax Area Information.

Add pension information.

See Setting Up Pension Records.

Run the Canadian Year-End Print Table (F77101) Update program (R77101S) to update the reports model in the Canadian Year-End Print table (F77101) with any new reports, forms, or magnetic media programs.

See Updating Year-End Form Setup.

Set up year-end forms.

See Setting Up Year-End Forms.

Set up special handling information.

See Setting Up Special Handling.

Create and submit a year-end ID to build the year-end tables.

See Creating and Submitting a Year-End ID.

Verify the integrity of the year-end tables.

See Reviewing Workfile Integrity Reports.

Enter adjustments.

See Entering Adjustments for Year-End Forms.

Print year-end forms.