PLAN ON DEMAND CLIENT UPLOAD END OF MONTH AND MTD INSTRUCTIONS
- Login to Management One site (www.management-one.com)
- Select My Office
- Select data entry
- Select EOM file upload
- Select ADD
- Select the drive where the export files are located
- Select most current month and date and click on it
- The file will appear in the box (MAKE SURE IT’S THE CORRECT FILE YOU WANT)
- Select submit
- You will be prompted “do you want to upload file to server”
- Click on file again
- This becomes highlighted and gives you a choice to either upload or cancel. Choose upload. Wait for the message.
- The screen will say “thank you for upload”
- Highlight the complete name of the file and make sure you highlight the file extension. Copy it by CtrlC or right click on mouse and choose copy.
- On the Top tool bar select reports
- At the Reports menu you will see a box at the bottom of the screen
- You will be given a choice of the file name and type. Choose either EOM or MTD. It is important that you make the correct selection.
- Go to file – left click, then right click and paste
- The file name will appear in the box
- Select process load
- IF YOU RECEIVE AN ERROR MESSAGE AT THIS POINT PLEASE CALL MANAGEMENT ONE!!! 888-921-6663
- Go to the data entry screen and choose the month you loaded and check to make sure the data is entered.
- No finalize is required for MTD, only EOM
- EOM finalization step – go to left hand tool bar and select finalize EOM. Check off status box for store and click on finalize prompt
- For Mid Month reports to run plan on demand
- Select your criteria for report
- Click submit
- Click on icon
- YOUR REPORT APPEARS!!!