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Financial periods generated, but unavailable to open

  • November 5, 2025
  • 5 replies
  • 94 views

jhouser
Captain II
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I generated periods for 2026. When I try to open them on Manage Financial Periods, 2026 is unavailable for selection. I’m in the Sales Demo environment, but I don’t think that should make a difference. 

Thoughts?

Best answer by pranavkhare34

On the company financial calendar form, using more menu, you can select “Open periods”. The system will take you to manage the financial period form. From there, you can select the periods and click “process” 

 

5 replies

dcomerford
Captain II
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  • Captain II
  • November 5, 2025

@jhouser Have you Generated the Calender for 2026 on the 

 


jhouser
Captain II
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  • Author
  • Captain II
  • November 5, 2025

@jhouser Have you Generated the Calender for 2026 on the 

 

Yes, that’s what I meant by generated periods. 


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  • Jr Varsity I
  • Answer
  • November 20, 2025
On the company financial calendar form, using more menu, you can select “Open periods”. The system will take you to manage the financial period form. From there, you can select the periods and click “process” 

 


jhouser
Captain II
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  • Author
  • Captain II
  • November 21, 2025

@pranavkhare34 You’re right! I needed to generate 2026 calendar on the Company Financial Calendar screen for each company (instead of using Master Financial Calendar), then open the periods. Not used to having separate calendars for each company. Thanks!


  • Freshman I
  • January 5, 2026

Is there a way to use Import scenario to add 2026 year to each company (Company financial Period) and then another import scenario to set the status to Open for all months within (Manage Financial Period). 

I would like to use the Centralise Period management just to open all companies for 2026 with 13 number of periods but it does not enable me to due to current status or periods across companies not currently being the same value.

I can’t seem to sort out what Action to use in order to get the import scenario working.