Visma Net
Close financial periods (IN509000)
This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.
You use this window to close active
financial periods in the Inventory workspace, which is a required stage of closing a
period in the general ledger.
(The financial period can be closed in the General ledger workspace only if it is closed in the Supplier ledger, Cash management, Customer ledger, and Inventory workspaces.)
When you close a given financial
period, all preceding active periods will be closed as well if they have not already
been closed.
| Button | Description |
|---|---|
| Close periods | Initiates the process of closing the chosen financial
periods or those for which you have selected the check
box in the Financial periods area. When
the operation is completed successfully, the  icon is displayed. The  icon indicates
that the operation was cancelled because some necessary
conditions were not met.
|
| Unreleased Documents | Generates the list of unreleased inventory documents for the selected financial periods (that is, the periods you have selected in the table), so you can view their details. The system generates this report in the PDF format and opens the created document. |
| Unposted to Inventory documents |
Opens the All unreleased documents (GL65601S), which displays a list of all transactions that were entered but not released during the specified financial period. |
The top part
This area has a table showing all currently
active financial periods for the earliest year that has active periods.
Select one
or more periods for closing and click Close periods in the
window toolbar.
A period can only be closed if there are no documents with the On hold, Balanced, and Released statuses to be posted to this period.
| Column | Description |
|---|---|
| Period | The identifier of the financial period. |
| Description | A description of the financial period. |
| Active | If you select this check box, the financial
period can be used for posting transactions. This check box is read-only; to change the state of the financial period, use the Financial periods (GL201000) window. |
