At year-end, it is critical to prepare Infor M3 for the new fiscal period. This involves updating configurations that are year-dependent.

CRS410 (Number Series. Open per Element) is essential for updating transactional number series. Many series (e.g., for invoices, orders) use a year prefix (e.g., 24-XXXXX). A new series for the upcoming year must be created in CRS410 before the first transaction is processed, otherwise, business operations can be halted.

MFS165 (Preventive Maintenance. Open/Connect Service) is used to define preventive maintenance (PM) schedules. Many PM tasks are based on annual or other calendar-based cycles. At year-end, these schedules must be checked and updated to ensure that planned work orders for the new year are generated correctly.

A. MFS240: This program is for creating individual work requests. It is a daily transactional program, not a configuration or period-end program that requires annual updates.

C. CRS400: This program defines the number series types. While foundational, these types are rarely changed. The annual update of the actual number ranges occurs in CRS410.

1. Infor M3 Administration Guide for M3 Foundation: The guide details the setup of number series. In the section on "Number Series," it explains that CRS400 is for defining types, while CRS410 is used to define the specific series per element (e.g., per company/year), which is the program requiring updates for a new period. (Reference: Infor M3 Core Administration Guide, Section: "Setting Up Number Series").

2. Infor M3 Plant Maintenance User Guide: This documentation covers the processes for managing preventive maintenance. The section on "Preventive Maintenance" describes how schedules are created in MFS165 and how planned work orders are generated from them (often via MFS180). It emphasizes the need to manage these schedules based on calendar intervals, which necessitates a year-end review. (Reference: Infor M3 Equipment and Maintenance Management User Guide, Chapter: "Preventive Maintenance").

3. University of Wisconsin-Milwaukee, "ERP Systems Courseware (INFOR M3)": Course materials on M3 system administration for business processes consistently highlight the "Period Rollover" or "Year-End" checklist. This checklist invariably includes the task "Verify and Create New Number Series for New Fiscal Year" using CRS410 to avoid transactional errors. (Reference: UWM IS 481 ERP Systems, Module on System Administration & Configuration).