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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.

 

 

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

@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/

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. 

 

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