Viewing period closure status – An overview
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This page allows you to view the status of the financial periods defined for the selected financial year in a finance book. The system retrieves and displays the details of the financial year along with its status and the date range for which it has been defined. The system also retrieves the details of the various financial periods that have been defined for the year along with its status and the date range for which it has been defined.
Select the “Period Closure Status” link at the bottom of the page.
The “View Period Closure Status” page appears.
Enter the following fields:
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Finance Book |
Use the drop-down list box to select the code identifying the finance book for which you want to view the closure status of the financial periods. |
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Financial Year |
Use the drop-down list box to select the financial year for which you want to view the closure status of the financial periods. All the financial years defined for the selected finance book and which has financial periods in the “Provisionally Closed” or “Open” status will be available for selection in the chronological order. |
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Business Function Group |
Use the drop-down list box to select the name of the business function group for which you want to view the closure status for the Finance Book and OU combination. All the business function groups that are available for the selected business process chain will be available for selection in the ascending order. |
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Org. Unit |
Use the drop-down list box to select the organization unit in which the business function groups have been deployed. |
Click the “Get” pushbutton to retrieve the details of the financial year.
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Financial Year Code |
The code identifying the financial year. |
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Desc. |
The textual description of the financial year. |
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Year Status |
The status of the financial year. It could be “Open”, “Provisionally Closed” or “Closed for MAC”. |
The system displays the following in the “Financial Period Details” multiline:
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Financial Period Code |
The code identifying the financial period. |
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Desc. |
The textual description of the financial period. |
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Start Date |
The date on which the financial period started. |
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End Date |
The date on which the financial period ends. |
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Period Status |
The status of the financial period. It could be “Open”, “Provisionally Closed” or “Closed for MAC”. |
