Dear gurus,


I want to open new year 2009 in finance module & period.
what I will have to do.


Can anybody tell me the procedure to do this

Regards
shailesh

Hi Shailesh,
I am no Finance person but from what i recollect of what our finance team does, you would have to..
1) Maintain Period {tfgld0105m000}
- for both Fiscal & Tax

2) Maintain Last Used Document Nos by Transaction Type Series {tfgld0114m000}
- if you are going to enter transaction for year 2009, then this would be a must.

3) Maintain Transaction Type {tfgld0111m000}
- Changing of default series. Only needed if any of your transaction type would be defaulting to the series for year 2009.

Cant recall if there are any further steps involved..

sk

Dear SK,

Thank you very much. your quick help could get to the bottom of my problem

Regards
shailesh

Hi

I absolutely support Sukesh. I think he gave you the write suggestion.

Thanks

One other step: You need to go to Maintain Period Status (tfgld0107m000) and open the periods for the new year.

You may also need to update the company calendar tirou4101m000, and the hours accounting period table (tihra3101m000), depending on your setup. There may be other calendars in other modules. These are not strictly necessary for finance, but they are the kind of thing you normally do all at the same time.