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Financial periods generated, but unavailable to open

  • November 5, 2025
  • 4 replies
  • 57 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” 

 

Contract for hire: https://www.linkedin.com/in/jesse-houser-052817b6/

    4 replies

    dcomerford
    Captain II
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    • dcomerford
    • Captain II
    • November 5, 2025

    ​@jhouser Have you Generated the Calender for 2026 on the 

     

    Dermot Comerford
    Chris Hackett
    jhouser
    Captain II
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    • jhouser
    • 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. 

    Contract for hire: https://www.linkedin.com/in/jesse-houser-052817b6/
    P
    Freshman II
    • pranavkhare34
    • Freshman II
    • 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” 

     

    Pranav Khare | ZIngworks LLP
    Chris Hackett
    jhouser
    Captain II
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    • jhouser
    • 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!

    Contract for hire: https://www.linkedin.com/in/jesse-houser-052817b6/
    Chris Hackett
    P
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