Ideas for Acumatica

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Allow inactivating of periods per submodule in the Financial Periods (GL201000) screen

Currently you can deactivate a period in the Financial Periods (GL201000) screen. When you do this, it applies to all modules. It would be nice to be able to have more columns available in this screen so you could deactivate the period for specific modules.

  • Tim Rodman
  • Feb 7 2016
  • Future consideration
  • Attach files
  • Tim Rodman commented
    11 Jun, 2017 05:49pm

    Hi Olga,

    Sorry, more clarity on this.

    I was thinking of a more "proactive" scenario where you would deactivate the inventory module the day after month-end, but not actually "close" the module until later. This would prevent transaction entry in the new month before you actually go through the close process.

    But I also like your idea which would be more of a "reactive" scenario to be able to open a module back up for posting later with limited risk.

  • Olga Anisimovich (Product Manager Financials Team) commented
    8 Jun, 2017 03:04pm

    I assume that the idea to deactivate periods per sub-module came from the fact that when one selects the Allow Posting to Closed Periods option on the General Ledger Preferences form then everyone is able to post transactions to closed periods. That means there is no safe way to post adjustments to closed periods.

    We are going to solve this issue by introducing the Financial Supervisor role: only users of this role would be allowed to posted transactions to closed periods. I hope after that it would not be necessary to deactivate periods per sub-module.

    Any feedback would be greatly appreciated.

  • Aryo Yudhiarto commented
    3 Mar, 2017 02:47am

    Hi Tim, thank's for your idea, yes it will be nice possible to 'active-inactive' financial period for each module.

    I have a cases that some user entry for current date transaction, and some other (different module) entry for back-date and they forgot to change the date and period, it not good enough.