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Closing financial period


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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 Laura02

driesdeklerk50 wrote:

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

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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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  • Author
  • Jr Varsity III
  • 40 replies
  • June 20, 2024

Thx but it shows that there is no unreleased docs

 


  • Acumatica Employee
  • 4 replies
  • June 20, 2024

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


Kandy Beatty
Captain II
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  • Captain II
  • 2152 replies
  • June 20, 2024

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  • Author
  • Jr Varsity III
  • 40 replies
  • June 21, 2024

Hi All,

 

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

 


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2620 replies
  • July 30, 2024

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


Laura02
Captain II
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  • Captain II
  • 3135 replies
  • Answer
  • July 31, 2024
driesdeklerk50 wrote:

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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