Closing financial period

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

Thx but it shows that there is no unreleased docs

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

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

Hi All,

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

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

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