...
- In order to generate the CYE bundle and not rerun the December Monthly Report bundle, the SSDT Monthly Report Bundle will need to be temporarily disabled. To do this the ADMIN_REPORTS permission is required. A If the user who will be disabling the report bundle does not currently have the ADMIN_REPORTS permission, a new role should be created with this permission. Then, this role can be assigned to the user who will need to disable and then re-enable the bundle.
- Disable the SSDT Monthly Report Bundle
- Reopen the December posting period
- Close the December posting period. This will trigger the event that runs the Calendar Year End Report Bundle. Once complete, the reports will appear in the Monthly File Archive along with the December monthly reports. These reports are prefaced with"Calendar Year End" in the name. For example "Calendar Year End 1099 Vendor Report.pdf"
- Edit the user to remove the newly granted permission.
...