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Import Closed Invoices for Historical Data Load

  • October 18, 2024
  • 3 replies
  • 111 views
N
Freshman I

We are going live with Acumatica and in the process of loading Closed Invoices for Historical Data load.

We have migration mode ON. All our financial periods are closed and only 10-2024 is Open.

When we import Jan-24 invoices, Post Period is defaulted to 01-2024 and the import scenario throws error that The 01-2024 financial period is closed.

 

We hard coded post period in the Import Scenario to 10-2024 and still the same error. Acumatica is defaulting Post period to be same as Invoice Date.

 

Are we missing a setting? We do not want to Open the financial periods.

 

 

Best answer by Laura03

Hello, 

Please try adding the import user to Financial Supervisor role , then import invoices with migration mode on. 

As long as prior period are only Closed and not Locked, I think your documents will import. 
 

Laura

robk20
Laura03

3 replies

Laura03
Captain II
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  • Laura03
  • Captain II
  • Answer
  • October 19, 2024

Hello, 

Please try adding the import user to Financial Supervisor role , then import invoices with migration mode on. 

As long as prior period are only Closed and not Locked, I think your documents will import. 
 

Laura

~ Laura Barber, WM Synergy
Chris Hackett
Manikanta Dhulipudi
Captain II
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@nboini There is another option along with @Laura02 Suggestions.

https://www.augforums.com/forums/everything-else/error-message-financial-period-is-closed-allow-posting-to-closed-periods/

Acumatica Functional Consultant & Customer Experience Supervisor
Chris Hackett
N
Freshman I
  • nboini
  • Author
  • Freshman I
  • October 22, 2024

Thank you @Laura02 @Manikanta Dhulipudi 

 

Did not reply to earlier as I was busy loading the data :)

I added myself as Financial Supervisor role and I was able to import the invoices. 

 

Laura03
Chris Hackett
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