325
Can the current fiscal period box be changed, in the GL Set up screen on the fiscal Info tab? we are setting it up and have not gone live as yet. Any other suggestions will be welcome.
Bradley Georges
*This post is locked for comments
yes I do have a consultant and they are the ones that did it.
Well, good luck. Normally, if you can't change it, then something has been entered somewhere, but maybe it was just the other setup screens.
If, by "did not seem to work" you mean that you received a message about transactions existing, then you should not have done this by any method other than closing forward (or, perhaps, by buying Price Brattin's utility). If you mean you used SQL statements when you write "from the back end," your database may now be logically inconsistent. If you set periods back, chances are excellent that denormalized history tables are now incorrect. Do you not have an implementation consultant?
Thanks, I got it changed but I had to do it from the back end the initalized mode did not seem to work.
As others said, you CAN change it if nothing has been entered. but be SURE that the other setup screens are equal or later than the GL. and DOUBLE-check the YEAR <can you tell I've been there and done that? <grin>
If there are no transactions (other than Project Charges), then you should be able to change the GL period by using Initialize mode. This will not change the current period in the AP and AR setup screens, so you'll probably want to edit those, too. If you're looking to move the period forward (e.g. from 06-2009 to 09-2009), I'd instead close forward the required number of times, though.
Thanks
Thanks A million, we do not have ant transactions input as yet , we are in the process of determining closing balances, we have however set up the AP and the AR as well as project controller and we are in the final stagges of migrating the data into the project controller.
What are the risks of trying to change the date?
Bradley
Once you have started setting up, that cannot be changed, except by closing a period.
Note that you CAN of course *always* post backwards (you may have to change some settings, depending on version or add-ons).
Also, you can change the period-ending dates whenever you like.
Yes, by first turning on Initialize Mode (on the Application menu for Ver 7), you can edit that field. I wouldn't recommend this, however, if you have any other modules set up or any transactions entered. Note that current period fields exist in most modules' setup information, not just GL. Our usual practice is to start off one period early and set up the modules and create any opening balances, etc. Then we close forward into the first "live" period.
#1
André Arnaud de Cal...
291,711
Super User 2024 Season 2
#2
Martin Dráb
230,458
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
