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Closing financial period

  • June 20, 2024
  • 7 replies
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Jr Varsity III
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Hi All,

 

Were else can I check for unreleased docs. I have already checked the Release AM docs and Release Production orders.

 

 

Best answer by Laura03

Hi All,

 

Can this be the reason why the financial period cannot be closed. There is a material batch that is balanced.

 

Yes! The balanced batch shown is definitely a suspect and I think is likely prohibiting you from closing IN. Please do release the materials batch and try again to close Inventory.

Laura

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      7 replies

      Acumatica Employee
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      Hi @driesdeklerk50 ,

       

      In the inventory module, please go to the close financial period screen.(IN509000)

       

      When you select the check box for the relevant period, if there are any unreleased documents, the system shows them relating to that period here.

       

      Thank you ,

      Muthumali

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        Jr Varsity III
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        Thx but it shows that there is no unreleased docs

         

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        Acumatica Employee
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        Additional note: the Release AM Documents does not show documents that are On Hold.

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          Kandy Beatty
          Captain II
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          HI @driesdeklerk50 

          Here is an older article that may help you:

          https://community.acumatica.com/financials-7/closing-financial-periods-12190?tid=12190&fid=7

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          Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
            Jr Varsity III
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            Hi All,

             

            Can this be the reason why the financial period cannot be closed. There is a material batch that is balanced.

             

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            Chris Hackett
            Community Manager
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            • Chris Hackett
            • Acumatica Community Manager
            • July 30, 2024

            Hi @driesdeklerk50 were you able to find a solution? Thank you!

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            Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
            Laura03
            Captain II
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            • Laura03
            • Captain II
            • Answer
            • July 31, 2024

            Hi All,

             

            Can this be the reason why the financial period cannot be closed. There is a material batch that is balanced.

             

            Yes! The balanced batch shown is definitely a suspect and I think is likely prohibiting you from closing IN. Please do release the materials batch and try again to close Inventory.

            Laura

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            ~ Laura Barber, WM Synergy
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