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.

Posting transactions to closed periods is not allowed unless you have selected the Allow posting to closed periods check box in the Redovisning (GL102000) window.

Verktygsraden

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

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.

Related windows

Stäng perioder (GL503000)

Close financial periods (CA506000)

Stäng perioder (AP506000)

Stäng perioder (AR509000)