What Is Automated Year-End Processing?

Automated Year-End Processing is a set of automations that allows administrators to schedule and report on out-of-box year end procedures. This offering combines system properties, automation scripts, communication templates, and out-of-the-box procedures to deliver a full solution. These customizations can allow the client to initiate asset, inventory, and labor zero year-to-date processes at the start of the fiscal year as a scheduled task.

Why Do I Want This?

At the end of the fiscal year, it is best practice to zero out year-to-date values across the Maximo system. These tasks are normally performed manually by an administrator, perhaps at a New Year's party as the clock strikes midnight. Instead of manually completing these tasks, the automation provides a process to schedule select year-end tasks. When the automation runs, an email notification is also triggered with a report of the actions performed. Additionally, you are provided with a report detailing any errors that may have occurred or the peace of mind that everything ran successfully.

Inputs and Outputs

In Maximo, a "cron task" fires an automation script to perform the year-end automation. This automation is controlled by a set of system properties, and communications are based on existing communication templates.

System Properties

• emx.yearend.enableyearend - Determines whether or not to enable year-end automated processing
• emx.yearend.beginmonth - Integer (1-12) of Month that STARTS Fiscal Year (IE January would be 1)
• emx.yearend.assetzeroytd - Zero Asset YTD Costs During Year-End
• emx.yearend.inventoryzeroytd - Zero Inventory YTD Costs During Year-End
• emx.yearend.laborzeroytd - Zero Labor YTD Hours During Year-End

Communication Templates for Success and Error

Who Can Use This?

The automated year-end processing is available to any Projetech customer as part of your ongoing service. Contact your support team, and request the automated year-end processing value add be added to your non-production environment for testing. We will take if from there.