Calculate the tip shortfall allocation at year-end

  1. Access Shortfall Allocation Calculation (TP100).
  2. In the Beginning Date field, type mm/dd/yy (yy being the year for which you want to calculate year-end shortfall allocations)

    – or –

    Leave the field blank and mm/dd of the year defined in the End Date field will default.

  3. In the End Date field, type the date the year-to-date should calculate through.
  4. In the Report Option field, select Y (Print Report).
  5. In the Update field, select Y (YE Update) to update the tips status flags to close. Once the records are closed by running Shortfall Allocation Calculation (TP100) using the Y (YE Update) option, you can no longer access the records used in the calculation for that year.
  6. Select the Submit form action to submit the report.