Reset Income Source or Vendor Totals

CAUTION: This process alters data. We recommend backing up your data before proceeding.

Only an administrator should complete this process.
Make sure you understand why the totals are off before you reset them.

If you find that your income source and/or vendor totals are off, you can reset them. Run either set of totals or both during this process. Once completed, a file is created for each set of totals with the updated totals for your reference.

On the File menu in your PDS program, click System Processes > Reset Income Source/Vendor Totals.
A warning displays to ensure you understand this process. If you need find out why the totals are off first, click No. Otherwise, click Yes to continue.
If you haven't backed up your data, you're prompted to do so.
To reset income source totals, click Yes when prompted. Otherwise, click No to continue.
If an existing file is found, a warning displays to let you know that this process has been completed before. If you want to run it again, click Yes.
When the process is complete, you'll either see a confirmation message along with the location of the Updated Source Totals file, or you'll see a message that no discrepancies were found with your year-to-date totals. Click OK.
To reset vendor totals, click Yes when prompted. Otherwise, click No to close the process.
If an existing file is found, a warning displays to let you know that this process has been completed before. If you want to run it again, click Yes.
When the process is complete, you'll either see a confirmation message along with the location of the Updated Vendor Totals file, or you'll see a message that no discrepancies were found with your year-to-date totals. Click OK.

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Reset Income Source or Vendor Totals

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