Import Scenario for Opening/Closing Periods

I feel like I am close, but cannot get it to Process:

Hi there! Did you figure this out? I would be keen to leverage off your work here as we also have 60+ entities that opening/activating periods for is currently cumbersome. 

Thank you.

Thanks heaps @ashleyb!

​@johnh3, I have had sucess Opening the next period using this Import Scenario.
I set to <SELECT> first so the background processing of the Year fields works when I then set to Open.
That allowed me to just choose the first line (0) from below, Select it, and Process.

I wanted to share incase you were still in need of this.  I’m on 24R1.

CourtHagerDI wrote:

​@johnh3, I have had sucess Opening the next period using this Import Scenario.
I set to <SELECT> first so the background processing of the Year fields works when I then set to Open.
That allowed me to just choose the first line (0) from below, Select it, and Process.

I wanted to share incase you were still in need of this.  I’m on 24R1.

Excellent! Thanks ​@CourtHagerDI - we are on the 23 version so hoping to use this next year. In the meantime, do you have the .xml file to share? 

Hi ​@CourtHagerDI - thank you for sharing this! assuming it also works for closing? how does it know the company or to year? and sounds like it just defaults to the “next” actionable period, right? i am hoping to find something that allows us the option to populate and import all of the above information.

​@johnh3, I’m attaching one example of the scenario that closes an individaul module (Inventory in this case).  I set up one schedule to run a scenario for each module’s Close Finacial Periods Screen.  I then setup a second schedule to run a few minutes later to run the Close on the Manage Financial Periods screen.  I could never get it to work consistently from a schedule if I tried to just close all the modules running a scheduled import on the Manage Financial Periods screen, but having the modules closed first is working.  I also attached the scenario I’m using for Open.  That one doesn’t seem to required any workarounds.

​@ashleyb, we don’t have multiple companies, so I can’t really test your sceanario or include all the fields in my setup.  I think that since the Company should be part of the filter at the top of the screen, I’d use a datasource that includes all my companies, probably just a GI based on that table.  We only keep the one previous period open, so relying on Acumatica’s logic of populating the fields when we switch the Action always chooses correctly for us.

Thanks for the detailed write up ​@CourtHagerDI - when I give this a go, I’ll let you know.

Hi ​@ashleyb I assume you are on 24R1 now, but the bug is yet to be fixed?