Change Period Close Rules

In the Manage Period Close Rule panel, you can change one or more period close rules. Changing period close rules allows you to identify the event types that Eagle includes or excludes when it assigns accounting dates for entities that use the T + 1 accounting period rule specified for the entity. By default, Eagle includes all events types for each available Message Type/Message Subtype grouping, indicating that they are eligible for applying the T + 1 approach.

You do not need to add period close rules to the period close rules that Eagle Accounting provides. You can change the period close rules in order to include or exclude specific types of processing activity from period close processing.

To change a period close rule:

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 Change Period Close Rules.
Click Submit.
You see the period close rules in the Show All tab.
Select the row for one or more period close rules that you want to change so that a check mark appears in the check box..
On the Form tab, in the Actions group, click Change Selected Period Close Rules.
You see each rule you selected in the Change Selected Period Close Rules tab.
Change the rules.
You can change the rule's Include Exclude Ind field value to Yes or No. The Message Type and Event Type fields describing the rule are locked and are for information only.
Click Submit.