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Open/Close Ledgers

Administrator
This manual is in pilot operation.

To perform Open/Close Ledgers, first select the target application. Then, follow these steps:

  1. In the Navigator pane (on the left side of the screen), click the "Execution" tab.

    The Execution tree will appear.

  2. In the Execution tree, click "Open/Close Ledgers."

    The "Open/Close Ledgers" panel will appear in the Editor pane (on the right side of the screen).

  3. To disable the Ledger Open/Close Table, uncheck the "Apply Ledger Open Status Table" checkbox and click the Save button.

    → Disabling the Ledger Open/Close Table will result in all scenarios, fiscal years, and relative periods being open.

  4. To enable the Ledger Open/Close Table, check the "Apply Ledger Open Status Table" checkbox. Then, specify the following items for each scenario in the panel and click the Save button:

    • Whether to open the scenario (check the "Open" field if applicable)

    • The starting fiscal year and period (minimum period)

    • The number of periods (minimum periods) to open

→ Only the specified periods will be opened, and all other periods will be closed.