ctcLink Reference Center9.2 Finance9.2 FIN - General Ledger Closing Periods and Years9.2 Specify Open Update Periods for Month-End/Soft Close

9.2 Specify Open Update Periods for Month-End/Soft Close

Purpose: Use as a reference for how to Specify Open Update Periods for Month-End/Soft Close.
Audience: Accounting Supervisor, Accounting Manager

Specify Open Update Periods for Month-End/Soft Close

Navigation:  NavBar > Navigator > Set Up Financials/Supply Chain > Business Unit Related > General Ledger > Open Periods > Open Period Update

*Note:  Ensure appropriate reports have been run prior to Month-End close as well as after Month-End close.

  1. The Open Period Update search page displays.
  2. Enter 'GL' in PeopleSoft Product.
  3. Use the Look Up icon or enter the appropriate information in the Business Unit field.
  4. Use the Look Up icon or enter the appropriate information into the Ledger Group field.
  5. Select Search.
Open Period Update search page
  1. The Open Period Update page displays.
  2. Update the From Year field for each Trans Type.
  3. Update the From Period field for each Trans Type.
  4. Update the To Year field for each Trans Type.
  5. Update the To Period field for each Trans Type.
  6. Select Save.
  1. Process complete.

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