9.2 Updating Open Periods for Business Units

Purpose:  Use this document as a reference for updating open periods for business units in ctcLink.

Audience:  Accounts Receivable

You must have at least one of these local college managed security roles:

  • ZD CC Local Config Inq
  • ZD GL Local Config Inquiry

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Updating Open Periods for Business Units

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

  1. The Open Period Update search page displays.
  2. Enter PeopleSoft Product.
  3. Enter Business Unit.
  4. Enter Ledger Group.
  5. Select Search.
Open Period Update Search Page
  1. The Open Period Update page displays.  Use it to define or update open periods for business units.  By default, accounts receivable business units share the same calendar as general ledger business units.  You can override the beginning and ending dates for each period by setting lag times.  You can also override periods that are open.
  2. Defining open periods enables to you to run financial statements for each business unit individually or for the organization as a whole.
  3. Enter First Open.
  4. Select Save.
Edit First Open Info
  1. Process complete.


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