Specify Open Update Periods for Month-End/Soft Close (SBCTC ONLY)

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

Audience: SBCTC Accounting Supervisor, Accounting Manager

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.

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

Specify Open Update Periods for Month-End/Soft Close (SBCTC ONLY)

**This process is only to be run in tandem with the SBCTC Accounting Team**

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

  1. The Open Period Update search page displays. Enter the PeopleSoft Product of GL.
  2. Enter or lookup the appropriate information in the Business Unit field.
  3. Enter the Ledger Group as Actuals.
  4. Select the Search button.
Find existing value
  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.
Open Period Update page
  1. Process complete.

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