9.2 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
- The Open Period Update search page displays. Enter the PeopleSoft Product of GL.
- Enter or lookup the appropriate information in the Business Unit field.
- Enter the Ledger Group as Actuals.
- Select the Search button.
- The Open Period Update page displays.
- Update the From Year field for each Trans Type.
- Update the From Period field for each Trans Type.
- Update the To Year field for each Trans Type.
- Update the To Period field for each Trans Type.
- Select Save.
- Process complete.
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