Visma.net ERP
Close financial periods (IN509000)
Den här artikeln ger dig information om elementen du ser i det här fönstret i Visma.net ERP, till exempel fält, fältvärden, knappar och kryssrutor.
You use this window to close active financial periods in the Lager workspace, which is a required stage of closing a period in the general ledger.
(The financial period can be closed in the Redovisning workspace only if it is closed in the Leverantörsreskontra, Bank/likvidhantering, Kundreskontra, and Lager 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 Alla ej frisläppta dokument (GL65601S), which displays a list of all transactions that were entered but not released during the specified financial period. |
Den övre delen
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 | Om du markerar den här kryssrutan 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 Räkenskapsperioder (GL201000) window. |
