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WRITERS NOTE: DO NOT RELEASE NEEDS UPDATE. PANELS IN TIP BUT NOT YET QA 8/7/17 BT 115323 see FSD


Period close rules determine how the system assigns accounting dates when it processes transactions.

Each period close rule includes an accounting date rule used to assign an accounting date to a transaction, along with an accounting date rule used to assign an accounting date to a transaction in the event that the accounting period for the date identified by the initial rule is closed or does not exist. The system applies the period close rules you create to transactions that have message types of MTOPEN, MTCLOSE, and MTLINK. By default, it applies a period close rule of latest open period to transactions for other message types, such as MTCANCEL and MTCASH.


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List Period Close Rules

In the Manage Period Close Rule panel, you can view a list of period close rules.

To list period close rules:

  • In Accounting Center, in the left navigation pane, click Setup > Ledger > Period Close Rule > Manage Period Close Rule.
    You see the Manage Period Close Rule panel.
  • In the Please Select Action field, select List Period Close Rules.
  • Complete the remaining options on the Change, Delete or List Period Close Rule panel. 
    • Click Submit.
    You see the period close rules that met your criteria in the Show All tab.